Individual Services


Our approach is simple.

We want to understand you, and provide you with insurance and financial solutions tailored to your needs. Identifying the right solution requires a broad perspective, industry knowledge, and an ability to see the big picture as well as the intricate details. By understanding you, your goals and needs, we can create a plan that is customized to you.

Our process focuses on three core values

Product Suitability

Our priority is to make sure that you understand all of your options in order to obtain the appropriate solutions. As independent brokers with a long history and deep understanding of all available carriers, we are able to identify the nuances between companies and products to ensure maximum value for our clients.

Identifying the Right Provider

Each of the unique factors of your life and health history can result in different pricing or eligibility from various insurance companies. Our experience and knowledge of the insurance landscape allows us to match you up with the company who is the best fit based on your own unique characteristics.

Personal Service and Support

Meeting face to face at your home or office, or on a conference call or email exchange, you will always get hands-on personal attention and support. Whether it is the live-answer on the other end of an urgent call, or help dealing with the insurance company, our valued team has been providing our clients with the highest level of service and support for more than 50 years.