Broker Check

Our Firm

For more than 45 years, we have been helping successful families and business owners develop creative and integrated solutions to their financial concerns. We know that your business, personal, and insurance needs affect one another, so we emphasize coordinating all elements of your financial picture into a cohesive plan that emphasizes risk management and protection planning.

We created our firm because we believe you deserve high-level strategies that guide you toward your greatest goals and dreams. We aim to help clients create, preserve, and protect permanent wealth while emphasizing adequate protection for themselves and their families. We believe our unique, problem-solving approach to wealth management translates into smart and practical strategies that help meet each stage of your life’s evolving objectives. 

We are proud to work with over 15,630 clients. Here’s our impact:

Helping clients build confidence and protect their assets.
$6.29    Billion of Life Insurance coverage in force
14,921  Life Insurance policies in force
$8.56    Million of income protection in force
1,904    Income Protection (disability) policies in force

Providing Flexibility to our clients and their families
$1.11     billion of client policy and account values
$11.5    Million of dividends to whole life policyholders

Fulfilling Promises for our clients and their families
$8.08  Million paid in Life Insurance benefits (claims)
$1.90    Million paid in Disability benefits (claims)

Note: All figures reflect policies and contracts of the primary servicing agency as of 12/31/2015 and are subject to change without notice