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Our focus and responsibilities transcend traditional insurance agencies with our Listen First then Educate approach.  We help our clients to understand how proper insurance protection and employee benefits can assist in managing risk.


Our solution philosophy, independent advisory, and commitment to service will guide you to protect, preserve and access your wealth.

Our Solution Philosophy

solution philosophy

We are firm believers that we do not sell insurance.  We help you buy it.  Insurance should serve a purpose and no matter what that purpose might be, maximizing your program includes intimate knowledge across several variables.  


Our philosophy is simple – insurance decisions should be measured and tested with facts and math.   We use discernment tools to determine the solution that will deliver the most optimal performance to protect your interests.

Product Decision Process
Plan Design Strategy
Target Solution
Independent Advisory


We represent our clients, not the insurance company. We provide independent access to all major insurance carriers and leverage these relationships to secure the best possible underwriting class and pricing, ultimately maximizing a policy’s effectiveness.

We treat insurance as a real financial asset and actively manage this asset through ongoing analysis designed to ensure a long-term focus. 

Client First Mentality
Insurance as an Asset
Best Practices
Lifelong Partnerships
Commitment to Service


We take great pride in the enduring relationships we’ve built with our adviser partners and our valued clients. We work hard to earn your trust in hopes of establishing a lifelong partnership.

Our dedicated service team provides portfolio analysis and policy service through our annual review process.  Ongoing portfolio management is critical to ensuring your insurance plays its desired role in your overall plan.

Dedicated Service Team
Ongoing Portfolio Analysis & Management
Policy Service
World-Class Client Experience
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