What we do

We sell insurance. While this may stop cocktail parties cold, it keeps even sizable financial plans sound. It protects people, (you included) bringing order to chaos. It can even benefit your favorite charities. It matters. Our focus is life and disability. Our specialty is long-term care planning: from traditional insurance for individuals; to tax-deductible plans for business; to asset-based plans that give you the ability to keep every cent you don’t use in your portfolio. We offer long-term care benefits, including a personal care coordinator.

IT MIGHT JUST CHANGE

LONG-TERM CARE FOREVER,

Especially yours.

THE NEXT STEP.

Turn questions into answers & what-ifs into a plan.

1

Determine what you have.

Most people don’t really know. It starts by taking inventory of your coverage.

2

Look at the options.

Let us review your current plan and talk about possibilities. Schedule a consultation.