We want to build a relationship with you. We will truly try to get to know you, your family, and your goals, we can design a custom plan for you.
We believe you can be in a fun, professional environment that promotes trust while educating our clients with regard to their needs. We are not “salesy”. In fact, we hate that! There will never be an awkward moment of silence in our office. We promise it will not feel stuffy and boring either like any other office. Expect a smile and a friendly demeanor when you walk through our doors or meet one of our staff. If this doesn’t happen, we are failing.
Our Co-Owner in her 30s was diagnosed with Stage 3 cancer. Medical bills almost ruined her. She had 500,000.00 in life insurance, but her family couldn’t have it until she died. Well, she beat it. However, she had to liquidate her 401k and sell her real estate to pay medical bills. We have options to protect our clients from such catastrophes. Just ask us!
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