The relationship we have with our clients is about more than just insurance and investment products. It’s about helping people make important financial decisions… decisions that impact their spouses, children, parents, brothers and sisters, businesses and employees. It’s about understanding what’s important to you. It’s listening to what you have to say and putting your interest first.

Our world today can be very complex. Back in “simpler times”, business was done on a handshake and a sense of trust and partnership framed the relationships; people did what they said they were going to do. Even though much has changed, what was true then is true now: decisions are usually better when made in a collaborative effort. That’s why we remain committed to this philosophy in everything we do.

Our associates are supported by specialists with many years of combined experience in financial and estate retirement plans, annuities, charitable business insurance, executive compensation and employee benefits.