PLAN

PROTECT

THRIVE

Financial Services

We focus on income, cash flow, and preservation of capital so you can maintain and enhance your lifestyle

Annuities

Protect your money for future use – retirement, tax advantages, market fluctuations

Medicare

Nearing Medicare age? It can be a maze of confusion! Schedule a complimentary consultation.

Social Security

The decisions you make may have to last a lifetime so it is important to get it right the first time.

Group Benefits

Building a better company by providing better benefits

Individual Health Insurance

Subsidized ACA coverage, on and off market, Traditional, and Short Term

LOCAL
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ACCESSIBLE
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KNOWLEDGEABLE

What Our Clients Say About Us

"Grateful"

Dear Gary, Terry, and your staff – I am grateful for you, and the expert guidance I have received for many years.

Sandy G

"Terry, Thank you"

“Terry, Thank you for taking time to meet with us. We appreciate your thoughts and information on the options
available to us. We wish you all the best and will be happy to pass your name along. Thanks again.”

Roger and Ellen

"Express our appreciation"

“We wanted to express our appreciation for your time and advice during our 2 meetings. The explanations and the
reports you prepared were extremely helpful. Best regards and thanks again.”

Pete & Mona Q

"Outstanding!"

As a health care professional I found myself needing coverage while in between jobs! Fran was knowledgable, enthusiastic, responsive, and was able to provide different options for my particular needs! The application process was seamless and the plan ended up being cost effective too! I can’t thank Fran enough for her assistance! Outstanding!

Lisa T
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