Insurance Services

Included in your financial plan are specific recommendations for individual life, disability, and long-term care insurance.            As an independent agency, we will provide you with a spreadsheet comparing the policies from dozens of the top insurance carriers in the country to make sure you get the right product for your needs.   We will continue to service your policies over the years and update as necessary. 

We have met with many people who previously purchased their insurance from advertisements on television, radio talk shows, magazines, or the internet. They were led to believe that the premiums were less expensive than their local advisor.   They found out later that the premiums are state regulated and exactly the same, but their money left the state and did not benefit their community in any way, and they received little or no ongoing service.

We will work closely with you or your family members on all claims and our agency helps the state economy by employing local people and giving back to local charities.