Our mission: "We develop strategies to manage and protect assets resulting in less taxes, increased income and enhanced security for all our clients."
Making money is the beginning of financial success. Protecting income and putting your money to work are vitally important for life long financial security.
Our independent agency specializes in providing insurance and income planning strategies using financial products from insurance companies with consistent quality ratings. We offer 30 years of experience in the insurance business.
Available for Individuals & Groups
Financial Products and Services we offer:
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Insurance Products
Life Insurance: |
Insurance Products
Health Insurance: |
Annuity Products |
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Whole Life |
Major Medical |
Fixed Immediate Annuities |
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Variable |
Health Savings Accounts |
Fixed Annuities |
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Universal |
Long Term Care &
Long Term Care Alternatives |
Fixed Indexed Annuities |
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Term |
Medicare Part D Plans |
Roth 401K plans |
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Survivor |
Medicare Advantage Plans (Part C) |
Traditional 401K plans |
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Life Insurance w/speciality Benefits |
Medicare Supplements |
Roth IRA's |
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Disability InsuranceER |
Traditional IRA's |
Quality Client Services:
- Annual portifolio reviews
- Continual educational workshops/sales presentations on various insurance and income planning strategies
- Newsletters
- Talk radio (Listen to WOC 1420AM 11:00AM-11:30AM)