The financial management process begins with an

in-depth evaluation of your current financial situation. Once

we've established your overall objectives, we’ll focus on your

specific goals.

With changing economic conditions and market swings, we advocate

investing sensibly over the long run and maintaining an adequate

level of insurance coverage. We work with you side by side so

that you’re confident in and comfortable with the financial

suggestions we make.

Some of the services we offer:

Life Insurance

High quality, competitively priced Life Insurance products,

including permanent, term, combination and variable policies.

Investment Products & Services

Our Investment Products and services will help you achieve

your financial goals at every stage of your life.


We offer high quality, innovative Annuity Products. Choose

from deferred and immediate annuities at variable and fixed

rates of return.

Long-Term Care Insurance

Comprehensive Long-Term Care Insurance reimburses some or all

of the costs of care received in settings such as the home,

the community, alternate living facilities or nursing facilities.

Disability Income and Overhead Expense Insurance

Financial and Estate Planning Strategies

No one Plans to Fail but many Fail to Plan!  Let us help!