Our Philosophy

Our firm works as a consultant for our clients.  We are completely independent of all insurance and investment companies.  We keep the client at the forefront of our recommendations.  Depending on the circumstances, we may work pro bono, project fee, hourly or on commission.

Our goal is to be the client's partner for all their employee and executive benefits.  We work as a team, directing the specialist to assist where needed.

All of our professionals are dedicated to educating our clients by giving them the knowledge and the understanding to make an informed and reasonable decision. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck