Individual Solutions

We are committed to providing you with tools and support in working towards the realization of your financial goals. We offer a big picture approach without losing sight of the importance of details.

more info Health Insurance Quote


Let us help you navigate the changing landscape of health insurance.  Get pricing from a variety of carriers and compare plan options to find the right policy for you

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here Life Insurance Quote


Peace of mind knowing your family is protected. Life insurance is an important vehicle that will allow you to provide for your loved ones

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continue reading Investment Planning

Investments Get access to a wide variety of investment vehicles and services with individualized strategies to meet your objectives

Retirement Planning


Taking steps today means working toward achieving the retirement you want.  We’ll help you understand your options and how to get started or supplement what you’ve already built.

College Funding

College Funding

Because they really do grow up too fast. Starting early, even if it is a very small amount, will help you prepare for their future education expenses.



Income replacement if you are unable to work. Disability insurance offers replacement of a portion of your income if you are unable to work due to illness or injury and the comfort of knowing you will have income to meet financial obligations.

Our independence offers you solutions from well-known partners

ING - Personal Investments

Nationwide - Personal Investing

Wellmark - Health Insurance

Aflac - Health Benefits


John Hancock

North American Company

Great West Financial

Brinker Capital


American Funds