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Planned, Prepared, Peace of Mind We empower successful business owners, executives, and retirees to focus and experience lives of significance Enjoy our no pressure, service excellence Benefit from our client centered, truly independent insurance and investment platform

Planned, Prepared, Peace of Mind

Would you like to live your desired life by design instead of a life by default? You can! Allow us to help you design and monitor the financial future you envision.

For 26 years we have been privileged to cultivate enduring business relationships with a variety of business owners and their key employees.  We provide professional guidance on many areas which include:

  • Individual and Group "Own-Occupation / Own-Specialty" Disability Income Protection
  • Extended Care / Long-Term Care Planning
  • Life Insurance: Personal, Business, and Estate Preservation
  • Group and Individual Medical Insurance
  • Educational Savings
  • Retirement Planning Strategies

Allow us to custom build your desired, efficient, and budget friendly executive and employee benefit programs. Serving as your advocate, we will assist you with annually updated planning and customized solutions based on your core values. Knowing you are prepared for the likely variables you will face, you will better enjoy the present and face the future with more peace of mind.


How Much Coverage Do I Need?

It's important to be covered. But how much coverage do you need? We've added a simple calculator to make that easier for you to decipher.

Life & Disability Calculator

Term Life Insurance

We've pulled together the leading Term Life companies for your convenience to view a quote, personalized for you and your needs.

Click Here for Quotes

Individual Medical

Need a quick personal medical quote for yourself or your family? BCBS of NC has made it easy!

Click Here for Proposal

AVMA Member Benefits

Are you a Veterinarian? AVMA caters benefits to Veterinarians and we are an Authorized Representative, which means we are here to lend a hand!

View AVMA Member Benefits

Ohio National Term Life

Ohio National offers a great product for Term Life Insurance that also has great conversion options down the road when your financial picture changes.

Ohio National Calculator

Income Protection

Why Disability Insurance, and protecting your income, is a cornerstone in financial planning.

Disability Insurance Quote