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 29 years we have been privileged to cultivate enduring business relationships with a variety of business owners, their key employees, and retirees. 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, Charitable Giving 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?
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.
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.
Individual Medical
Need a quick personal medical quote for yourself or your family? BCBS of NC has made it easy!
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!
Medicare Supplements
Mutual of Omaha's Medicare supplement policies come with valuable extras that help you stay fit, stay healthy and keep more money in your pockets! Ask us for more information!
Income Protection
Why Disability Insurance, and protecting your income, is a cornerstone in financial planning.
