Our team is dedicated to helping individuals find the insurance and financial planning products they need. We care about the community. That’s why you’ll find us at local stores, answering your questions about Medicare while you’re out doing your shopping. We also offer activities like tai chi to help you stay healthy, and articles to educate you on financial issues. We’re doing everything we can to keep you and your finances in shape.
We are also dedicated to helping insurance agents. Whether you’re just getting licensed or have years of experience under your belt, we’re here to answer your questions. We offer training events, like Medicare 101, as well as articles on crucial marketing techniques, so you can stay up to date on the issues that matter. Our goal is your success.
Click the photos below to learn more about each of our team members.