A Good Gameplan Relies on Good Defense


Schedule a Call

We make insurance simple, so you don't have to worry about it!

Specific to you, your family and your business

We all want to feel safe, and insurance is one way of doing that. It can help protect you from the expensive consequences if something goes wrong with you or your loved ones - so we're here for any questions or concerns about insurance policies!


Risk Management


If you’re prepared for when life throws curveballs, then it will be easier to take steps that protect your family. Don't let tomorrow's unpredictable events worry you. The best way to avoid this potential risk is by implementing a well-thought-out plan that will shift all financial responsibility onto the insurance company.


What Type of Insurance Do I Need?


We all know the old adage, “There are only two things certain in life - death, and taxes.” But what if you could eliminate one? With insurance it is possible! Self-insured or not; having this kind of coverage will pass on any financial burden that comes along with your passing to your insurance company.

I'm sure most people would agree there's no worse feeling than wondering how they're going make ends meet when something happens unexpectedly.


Long-Term Care Insurance

Long-term care insurance is a necessity for those who are planning on staying in their homes but want help with daily tasks like dressing, bathing, and grocery shopping. The national average price of private rooms at a nursing home has been around $105K annually so it's important you take out something that will cover all your needs if Medicare doesn't come through!

Long-Term Disability Insurance

What if you are seriously injured, unable to return to work permanently or for an extended period of time? Long-term disability insurance offers income protection that covers injuries and illnesses which keep the insured from working three months or longer.


Other Health-Related Insurance

With dental and vision insurance, you can protect your smile by covering work on teeth and eyes. Dental policies usually cover preventative care as well as basic procedures like root canal treatment; major treatments involving dentures.

Vision insurance is an innovative way to reduce costs for preventative eye care and prescription eyewear. With vision plans, you can get discounts on elective surgery like LASIK!

Health Insurance

Health insurance is a great way to protect yourself from high medical expenses. It also includes preventative care and many devices that are prescribed by doctors!

Auto Insurance

Auto insurance protects you, and your car in case of damage. It also covers when someone else is at fault for any accidents that may occur while they are on the road with their own vehicle as well!

Homeowner’s Insurance

Homeowners insurance is a kind of property insurance that provides coverage for losses and damage to your home. It covers destruction caused by disasters, theft or accidents in the event you find yourself without it!

The next step is on you

This is the time to plan for your future. The earlier you begin, the more your wealth can do for you.

Let's Talk



Learn it, know it, use it to make informed financial decisions.

It's never too early to start planning for your future! The earlier you get started, the more opportunities are available and open up in life—and they can do wonders.


Right From Our Blog

Can't find what you looking for? There are tons more resources, smart money tips, and insights



9 min read

What Happens to Your 401(k) When You Quit Your Job?

It was the end of 2008. After a long time contemplating it, I finally pulled the trigger. I gave my supervisor my...
4 min read

How Soon Can You “FIRE” Your Boss?

FIRE, the acronym for Financial Independence, Retire Early, connects with many people’s dream of “firing” their boss....
3 min read

Is My Financial Advisor a Fiduciary?

Financial planning is complicated. Developing an investment strategy, creating an estate plan, ensuring proper risk...
6 min read

Smart Strategies to Reduce or Avoid RMDs

Taxes. It’s hard to think of a more reviled aspect of our government. When I first met him, a friend was diffident...
5 min read

"Financial Planning: The Key to Achieving Your Financial Goals"

Are you tired of living paycheck to paycheck? Do you want to achieve your financial goals but don't know where to...
6 min read

How to Prepare for a Meeting with a Financial Advisor

Meeting with a financial advisor can be a daunting task, especially if you're not sure what to expect or how to...

Love what you see?

Join our newsletter and you'll be glad that smart money tips and insights are just a click away.