We empower Business owners and Individuals
Your Trusted Partner In Commercial Insurance and Financial Planning
At our agency, we believe in more than just policies and portfolios – we believe in people. Specializing in both commercial insurance and comprehensive financial planning, we offer tailored solutions designed to safeguard your business and secure your future.

Whether you're a seasoned entrepreneur or an individual seeking honest guidance, our caring approach ensures that your unique needs are met with integrity and expertise. Take the first step towards financial empowerment today.

Contact us to explore how we can help you thrive.

Take Stock Of Your Business and Personal Plans:

The time is now to know where you stand, whether you are reviewing your business insurance strategy or your personal financial plans. We offer free, no obligation consultations. Click below to reserve time with us.

Our Services

These are the main areas of our expertise. If you need something not mentioned below, ask us who we use to fill the need!

Business Insurance

We'll review your general liability, auto, and workers' compensation policies for the best strategy for your business.

Life Insurance

Need life insurance to protect your business, add liquidity to an estate, or make sure your family can maintain their standard of living? We'll design a plan that fits.


We will help you determine which portion of your portfolio is appropriate for an annuity and help you purchase one that meets your income and savings goals.

Financial Planning

We will help you design and refine a budget, a debt payoff plan, or a savings goal. We also have partners in all areas of finance, so we will help you meet the right teammates for your needs.

Why Choose Us

Commitment To Transparency

We believe in transparency throughout the fact-finding and sales process. There are no tricks up the sleeve here.

Commitment To Compassion

Sometimes life throws curveballs. We're committed to standing with our clients through finding a solution.

Commitment to Integrity

We believe that we should have the same conversations with you as we do our underwriters, claims teams, and referral partners.

Commitment To Accessibility

A strategy or a plan suffer when you can't reach the person who helped you design it. We're committed to finding ways to make doing business convenient.

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Year Over Year Over Year Growth

We have sustained annual growth rates of more than 20%. That means more and more clients like you are trusting us to get the job done.

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$65 Million In Life Insurance Assets

We've placed over $65 million of business-steadying and family-strengthening life insurance assets in force.

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Very High Win Rate For Businesses

64% of all commercial prospects we work with find a winning strategy at our firm. In baseball, those are MVP numbers.


Consecutive Years Being a Leading Firm

We've been recognized each of the last 9 years as a leading firm in annuity, life, and business insurance strategies.

We're Here For The Long Haul

The insurance industry is undergoing seismic shifts. We have the experience, maturity, and knowledge to help you navigate the market.