Insurance and Financial Advice
With over 100 years of combined professional insurance expertise, my associates and I have the experience to serve most members of our community. We would be pleased to provide professional and personal references.
We provide insurance products such as life, disability, long-term care, international travel/medical as well as annuities. These may be provided on a single need basis or as part of a comprehensive financial plan.
News & Information
- Alan Lakein said: “Planning is bringing the future into the present so that you can do something about it now.” Nowhere is this more important …Read More »
- When did you first purchase your life, disability, and/or long term care coverages? Often, people purchase their policies, then stow them away and not look …Read More »
- Not many people know this; my brother was born when I was six and he died two weeks later. Shortly thereafter, my father bought life …Read More »
About Our Firm
We work for our clients, providing them with independent advice when it comes to financial planning and insurance. We partner with clients, listening to them and developing a comprehensive plan that meets their needs.