15+ years of experience in
Financial Services & Business.


Our company is composed of financial professionals who have been representing many of America's largest and finest financial institutions. We write health, life and retirement plans for groups and individuals. Helping you get the best value for your money on savings and pension plans is our specialty.

You are encouraged to use any the information about our various products and services. You can obtain quotes on term life insurance in the privacy of your home.

Get estimates on what different amounts for various terms will cost you. Get information about Long Term Care, health insurance and medicare supplements. Annuities provide guaranteed safety of principal, higher interest, plus the option to participate in the market for potential growth and they have many advantages over bank CDs. Please feel encouraged to call or email us if we can assist you.


Our Corporate Values

Specialized Advisers providing Personalized Solutions. Our professionals hold several highly distinguished credentials such as Certified Annuity Advisor, Registered Health Underwriter, Certified Senior Advisor. As well as a practicing attorney at law who is a member of the Bar.

We will never recommend something for you unless we truly believe it is in your best interest.

  • Life and Health Insurance
  • IRA and Pension Rollovers
  • Tax Deferred Annuities
  • Financial Planning
  • Estate Planning
Capital

Life & Health Insurance

Our goal is to protect you from the unexpected with insurance coverage that works for your needs and budget. Life happens fast, truth is there’s nothing as valuable as peace of mind.


Capital

Business Owners

Providing comprehensive Business Owners Policy (BOP) insurance to fit the needs of your industry. We'll evaluate the needs of your industry and give you customized options.


Property

Property & Casualty

Whether you are covering your home, auto or business deciding which types of coverage you need can be tricky. We'll help you choose the best coverage at the greatest value.


Capital

Financial Future

When planning your retirement, it is important to remember that money, more than any other factor, will dictate most of your retirement decisions. Financial preparedness for your retirement years will determine when you retire, what type of lifestyle you and your family will enjoy, and what might be left as a legacy to your heirs.