Products & Services

 insurance Life Insurance
Disability Income Insurance
Long-Term Care Insurance
Critical Illness Insurance
Key Person Insurance
Business Continuation
 investments Mutual Funds
Roth IRAs
529 College Plans
412(i) Defined Benefit Plans
 planning Retirement Planning
Estate Planning
College Planning
Business Planning
Group Benefits
Legacy Planning


Being independent allows us to choose the companies we use.

Here is a partial list:

  • The Ohio National Life Insurance Company
  • Jackson National Life Insurance
  • AIG – American International Group
  • Allianz
  • John Hancock
  • Mutual of Omaha
  • Genworth
  • Great American Insurance Group
  • American Equity Invesment Life Insurance Company
  • Fidelity and Guaranty Life
  • Assurity
  • Union Central
  • Guardian Life Insurance
  • Athene Life and Annuity Company
  • West Coast Life
  • Pruco Life Insurance Company
  • American General Life
  • Pacific Life
  • Hartford Life and Annuity Company
  • AXA Equitable Life Insurance Company
  • Sun Life
  • Voya
  • United Health Care