Our Services

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.

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.