Whether in sports, business, or life, a huge part of success comes down to preparation and anticipation.

In sports, every team, coach, and player creates a game plan before competition. This is done by analyzing all existing and available information on yourself, your opponent, and the current conditions. We view your insurance program the same way.

First, we are not captive agents, meaning we don’t work for or with one specific carrier. No quotas to meet, no specific products to sell.

Our singular focus is to identify and present the right solution for your situation. We work with and have access to all of the best companies and products which allows us to infuse competition into the process. We then combine that with our holistic, 360-degree approach to identify our client’s needs and then scour the marketplace for the best fit. We are confident that this approach allows us to bring our clients unmatched value.

“There are no secrets to success. It is the result of preparation, hard work, learning from past experiences.”

- Gen. Colin L. Powell

Discovering the right answers requires ASKING THE RIGHT QUESTIONS.

This approach requires us to find the right balance between listening, educating, and guiding our clients.  Both are integral to gather information and ensure that our recommendations are tailored to meet their goals.

Anticipation is a key theme throughout our process. The insurance industry feasts on people buying insurance when they have a pressing need. Unfortunately for the consumer, that is often too late. The cost is prohibitive and/or the coverage is inferior. We believe it is key to anticipate what your needs will be. Whether it be for disability, long term care, or life insurance, if we can come to an understanding that some or all of these will be needed at some point, we can work with you to better understand how, why, when, and what kind of coverage you should acquire.

“The most important skill you can possess in business and life is being an effective communicator.”


 - Barry Gimelstob

Insurance solutions To bolster your Business

Are you contemplating an acquisition, selling your company, planning for retirement, trying to find creative ways to attract and/or retain valuable members of your team, or trying to combat increasing taxes?

There are insurance solutions that can help you accomplish all of these!

Business Planning

  • Buy-Sell Funding
  • Key Employee Insurance
  • Executive Benefits Succession Strategies
  • Deferred Compensation

Estate And Succession Planning

  • Wealth Transfer Strategies
  • Trust Services
  • Strategies to Minimize Estate Taxes

Insurance Planning

Insurance provides you a tremendous value in your wealth-building and protection strategies. Insurance-based financial solutions provide asset protected and mitigate potential loss. No one knows the future and the unforeseen challenges you and your loved ones may face. That’s why we consider all potential solutions based on your specific needs.

Life Insurance

Long-Term Care


Income Replacement

Insurance Planning
Retirement Planning

Retirement Planning

Retirement Planning

It’s never too early to begin developing a retirement strategy. Not everyone retires at 65. In fact, depending on your career… professional sports, entrepreneur, business leader, entertainer, age is no longer a material factor in that decision.

Wealth Accumulation Strategies

Asset Distribution Strategies

Personal Financials

  • Estate Plans
  • Retirement Plans
  • Tax Plans
  • 529 Plans/ College Plans
  • Annuities

Disability Insurance

Disability Insurance

  • Short Term Disability
  • Long Term Disability
  • Special Coverage for Athletes & Entertainers

Group Health and Benefits

Group Health and Benefits

  • Group Health Insurance
  • Group Life and Disability Insurance
  • Key Executive Benefit Plans
  • Employee Pension Plans
  • Profit Sharing Plans
  • 401 (k) & 403 (b) Planning

We Are Client Centered


Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.