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Protection, Service, Accountability

 

We were founded to be YOUR Independent Agent, in YOUR community. We take pride in our community and care about the families, individuals and businesses who make it.

​We partner with industry professionals & companies who share our vision of not only advocating for lower cost insurance solutions but providing “Best in-class Service; Setting proper Expectations and being held Accountable for doing the right thing all the time for everyone…

 

We’re Here to Protect You


Personal Insurance

We work to partner with top companies to bring you, our clients, the best solutions to fit your own individual needs. Providing a unique, personal
touch, we are committed to building long-term relationships so that we can anticipate your needs.

Personal insurance solutions include:

  • Personal Auto

  • Homeowners

  • Condo

  • Renters

  • Boat & Personal Watercraft

  • RV & ATV

  • Motorcycle

  • Personal Umbrella

  • Flood

  • Earthquake

  • Life Insurance


Business Insurance

From compliance to communication, let us provide a full spectrum of solutions for you and your company. We understand the challenges today's employers face, and we know you're asked to take on more than ever before. Expect more from your broker - expect our full spectrum solutions.

​​Break away from the mold of the traditional broker. The average broker meets your basic needs when it comes to claims, plans, and renewal negotiation. What about open enrollment? New Legislation? Department of Labor (DOL) compliance? The list goes on.

  • General Liability

  • Commercial Umbrella

  • Workers Compensation

  • Commercial Auto

  • Commercial Property

  • Management Liability (E&O/Professional Liability, EPLI, Fiduciary Liability, D&O, Crime, etc.)

  • Cyber & Data Breach Liability

  • Pollution Liability

  • Builders Risk

  • Inland Marine

  • Bonds


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Financial Planning

  • Education/College Planning

  • Estate Planning

  • Retirement Planning

  • Portfolio and Asset Management

  • Tax Planning

  • Cash Flow and Expense Planning

  • Insurance and Risk Management

  • Debt Reduction and Management

  • Charitable Giving

  • Business Valuation

Client Resources