About Us

A suitable, yet strong, current financial plan and a needs-based retirement plan provide “peace of mind”. We believe in establishing both. We’re dedicated to educating you first on the innovative insurance and financial solutions we offer. Equally providing old-fashioned personal service throughout the process to assist with mortgage protection, retirement planning, fixed and variable annuities, college funding, asset protection, IRA planning, life insurance  (Index Universal Life (IUL), Whole Life, Term Life, Variable Life), final expense and burial expense, disability income, Medicare planning, long term care, dental insurance,  vision plans, and more.

Now, also  working with UPLINK Health Insurance Agency, LLC as a Medicare Health Benefit Advisor.

Working with top-rated life and health insurance carriers, we’ll make sure that  your individualized plan is the right plan for you.