About Us

Two People talking in a crowd

20+ years of experience in Life, Health, an Annuities

Our company is composed of financial professionals who have been representing many of America's largest and finest financial institutions. We write health, life and retirement plans for groups and individuals. Helping you get the best value for your money on savings and pension plans is our specialty.

Our Vision

Company Founder

Specialized Advisers providing Personalized Solutions. Our professionals hold several highly distinguished credentials such as Certified Annuity Advisor, Registered Health Underwriter, Certified Senior Advisor. As well as a practicing attorney at law who is a member of the Bar.


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

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.

Client Services

Client Services Staff

Instant Term Life Quotes

Our Founder

Knowing what's happening is Good. Making it happen is Better.
Our Founder John Smith
Founder/CEO
Contact Us

Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.