Our Firm

Our Firm

We are focused on working with privately held business owners, corporate executives, professionals, and other enterprising, entrepreneurial types. Our clients have one thing in common, they are focused on their futures. They care about taking care of their business and utilizing the assets they have worked so hard for in the most effective way possible. Our firm is here--working for our clients every step of the way.

Your Role

Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor. It’s important to:

  • Get acquainted. Please contact us to arrange a meeting to review your situation and discuss the products and services that can help you.
  • Educate your agent.  We may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.
  • Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask us for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.