Our Founder
Making it happen is Better.
Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
Customer Service
20+ years of experience in Life, Health, and Annuities
Our company is composed of financial professionals who have been representing many of America's largest and finest financial institutions.
We offer independent fee based money management using institutional style investing and high quality insurance products and services. These services are offered to the individual and business marketplace. Acting in a fiduciary capacity, we create individualized plans that seek to protect principal, minimize taxes, and provide income that is adequate to last a lifetime. We are passionate about helping clients understand and manage the future taxation of their retirement accounts. Our unique strategies are designed to help clients create tax-free wealth and eliminate taxation on hundreds of thousands, if not millions of IRA/Retirement plan distributions.
It is our commitment and desire to establish trust and a long lasting relationship with our clients.
Our Values
We will never recommend something for you unless we truly believe it is in your best interest.
- Life and Health Insurance
- IRA and Pension Rollovers
- Tax Deferred Annuities
- Financial Planning
- Estate Planning
Our Vision
Specialized Advisers providing Personalized Solutions. Our experienced team of professionals use state-of-the-art software to respond quickly to your needs.
Whether it's a routine question regarding your account, or a major change requiring an in-depth review of your coverages, you'll receive prompt, personal service.
You are encouraged to use any the information about our various products and services. You can obtain quotes on term life insurance in the privacy of your home.
Get estimates on what different amounts for various terms will cost you. Get information about Long Term Care, health insurance and medicare supplements. Annuities provide guaranteed safety of principal, higher interest, plus the option to participate in the market for potential growth and they have many advantages over bank CDs. Please feel encouraged to call or email us if we can assist you.