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Our Pledge

Our pledge to you is to accomplish three important things :

  1. Educate you.
  2. Organize your financial affairs.
  3. Help you to be prepared for the inevitable challanges we will all likely face in our lives.

We count it a privilege to assist you with out team of niched insurance professionals. Our advisors counsel in areas such as Long- Term " Own Occupation" Disability planning, Long- Term Care planning, Life Insurance, Estate and Business analysis, Employee Benefits, individual & group health insurance, group dental, life, retirement plans [401(k), Roth / 401(k), Pension Plans, Profit sharing, Simple IRA's, SEP-IRA's, 412 (i) Plans, Regular & Roth IRA's, Non Qualified Retirement Plans] with insurance or annuity solutions, and voluntary benefits  ( AFLAC, cancer policies, hospital indemnity, etc....).  Our independent agency is brand neutral and provides you with the ultimate in product choice, in laymens terms,  according to the Golden Rule. 

You will be planned, prepared and have peace of mind about your financial future.

Give us a call @ (252) 451-0381 [local] or toll free 877-228-5971 or e-mail: [email protected]. We're here to help you.

Our Code of Ethics