Our Founder
Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
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Health Insurance - How It Works
Without health insurance, a single illness can cause serious, and often irrevocable, financial hardship.
Insurance of any kind is intended to transfer financial risk to an insurance company in exchan...
Read More of this ArticleStock Pyramid
High Risk
Low Risk
Investment Pyramid
The above is a simple chart of Investment categories by risk and reward. It is in the shape of a pyramid. With Investments at the top of ...
Read More of this ArticleIntroduction to Long-Term Care
Long Term Care Insurance
What is Long Term Care
Long Term Care is the assistance individuals need when they are unable to care for themselves and need help with Activities of Daily Living (ADLs) - b...
Read More of this ArticleMedicare Part B
Part B is Medical Insurance and covers physicians services, outpatient care, test, and supplies. (see Medicare Part B)
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Read More of this ArticleSmarter Decisions
Our clients’ financial security & quality of life deserve the dedication, expert advice & personal attention.
Lifelong Protection
Affordable Term insurance and permanent coverage we have options to fit your needs.
Specialized Advisers
Who offer personalized solutions of high quality products and retirement planning services.