Insurance Services

Included in your Financial Plan are specific recommendations for indiviual 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 companies 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 clients who previously purchased their insurance from advertisements on television, magazines, or the Internet. They were led to believe that the premiums were less expensive. They found out later that the premiums are exactly the same as those of the local broker, but their money left the state and did not benefit their community in any way, and they receive little or no service.  

Our local office employs people in the community and supports local charities. We greatly value and appreciate placing your insurance with our firm.