ABOUT

Throughout our careers, we’ve developed a strong passion for consistently building trusted relationships. These passions are derived through the continued success we display with our clients and within our community. We put a premium on providing exquisite customer service and expert-level knowledge for whoever walks through our firm's doors.

The core of our planning process is to help individuals, businesses and aviation professionals meet a number of financial and insurance needs, which may include, but are not limited to: long term care, estate transfer, corporate and executive benefits, and lifetime income strategies.

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Through the collaboration of our providers: John Hancock, Mass Mutual, and Lincoln Financial Group, and the National Association of Insurance and Financial Advisors NAIFA, together, with a combined experience of over 70 years, we’re able to provide the highest level of expertise to help our clients make informed decisions and achieve their personal financial goals. Please contact us to fully analyze your needs and recommend appropriate solutions.