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  1. Life Insurance
    With access to over three dozen of the top rated carriers, we have accomplished something special. Let us shop for the best deal. Let us educate you on the differences between Whole Life, Term, Universal Life, Single Premium, and Equity Indexed Life policies. From there, you choose the best fit!
  2. Annuity
    Whether you are interested in the security of a lifetime of income, or are interested in being educated in the advantages of various annuity products. We are here to educate you on the marketplace, and what are the most competitive products available.
  3. Disability and LTC
    We have seen the impact these often overlooked insurance products make on the well being and peace of mind of families. We believe in insurance. Let us educate you on how you can cover your bases at more than reasonable cost.
  4. Retirement Planning
    Get a complete view of your retirement plan, review and evaluate different strategies, and let us help you determine clear next steps for you to consider. We assist clients in building, preserving and gifting their wealth throughout their financial lives.
We have listened to what you want

We offer a whole range of financial products catered to you.

We have no allegiance to any one company.  That means that we continually shop the marketplace to find the best insurances, annuities, and strategies for our highly valued clients.  Let us do the research for you.
Our available carriers include: Accorida, Allianz, American General, American National, Assurity, AXA, Baltimore Life, Banner, Equitrust, Fidelity, Genworth, Guaranty, Guardian, Illinois Mutual, John Hancock, Lafayette Life, Lincoln, Life of Southwest, Mass Mutual, Metlife, Minnesota Life, Mutual of Omaha, Mutual Trust, Nationwide, National Western Life, New York Life, North American, Ohio NationalPenn Mutual, Principal, Protective, Prudential, Symetra, Transamerica, Voya, and Zurich.