The first question is whether you need insurance. If you don’t, we will tell you so. If you do, we make sure you have the right insurance for your needs. We help you evaluate existing insurance policies to determine if they fit your current situation. If some other type of insurance would better meet your needs, we will make appropriate recommendations.

We are fully licensed to provide life, long-term care, and disability insurance. In every case, we offer independent, objective advice. While we are licensed to provide health insurance as well, we refer you to an expert.