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
Will health insurance or Medicare would pay for extended long-term care services in the event that you needed them in the future?The quick answer is NO. November is Long-Term Care Awareness Month. If you develop a chronic illness or become disabled and can no longer care …Read More »
- Tuesday, November 14, 2017 6:30pm to 8:30pm One thing leads to another. The 18th-century history …Read More »
- Did you know that people who plan in advance for the end-of life often: Spend LESS time in hospitals Receive FEWER intensive treatments Have greater …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.