Two People talking in a crowd

40+ years of experience in Life, Health, and Annuities

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.

Our Vision

Company Founder

I have helped many clients over the past thirty years reach their goals. My current business focus is Insurance and Retirement Planning ideas .I provide very competitive quotes for Life / Health Insurance and Annuities. I am an independent associate for Legal Shield, a company that provides legal protection for individuals and business members since 1972 all across the US.


Our Values

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

  • Life and Health Insurance
  • Long Term Care
  • Tax Deferred Annuities
  • Legal Shield

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.