Protection and Confidence

Peace of mind comes from knowing you have a reliable and responsive team of experts to help you protect the things that matter most. We empower our clients with education and knowledge to ensure your assets are safe, no matter what life may bring!

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Education and Empowerment

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.


Proper Prior Planning Prevents Poor Performance

Insurance is an asset protection plan, and your best bet to guard against loss is to speak to a professional agent and develop a plan specific to your needs. 

Insurance to Protect Your Business

Owners of businesses are exposed to more liability exposure than their employees, and often have more assets to protect. 

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Insurance to Protect Your Personal Belongings

No matter who you are or how much you own, every one of us es exposed to risk and can experience loss. When that happens, do you have the right insurance in place to protect your assets?


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Insurance to Protect You and Your Family

The things that matter most are your life, your health, and your ability to earn an income. Ironically, these are the very things that are not required to be insured!

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WHAT OUR TEAM HAS TO SAY


  • “It’s my goal to make sure every client feels heard and understood.”

    - Mindy Mathers

    CEO

  • “We put our clients’ interests first and are honest about what they can expect.”

    - Fred Frankel

    Financial Advisor

  • “Our job is to watch for your blind spots and always have your back.”

    - Bill Buxington

    CEO

Take Our Natural Disaster Preparedness Quiz!

Are you prepared for the next natural disaster? Our quiz will help illuminate just how ready you are when Mother Nature strikes.

TELL US HOW WE CAN HELP YOU TODAY

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