Our agency has thousands of customers and treats everyone with the utmost respect and courtesy.

We work with an amazing customer service team that ensure your basic questions, requests, billing questions, and most importantly needs get taken care of promptly and efficiently.

As an independent broker, we have access to multiple, highly reputable Estate Planners. We use the strengths of each individual company’s product and services to align with your specific needs.

It is vital that our clients understand the product they are buying not simply because we tell them so, but because they understand how the estate planning products benefit them.

We never stop learning as this business is constantly changing and evolving. Staying up to date on the latest estate plan products and services allows us to pass this new information on to our clients.

Our goal is to be a consultant, resource, and friend. When we achieve this with our clients, we become a true trusted Estate Planning advisor.

Updating your estate plan or making sure a trustworthy way of passing down assets to those you love and care about can become a nightmare when the wheels start turning in motion in the wrong direction. The wrong people in your life gain control of your home, money, property, and in some cases, your remains! This causes nightmare and heartache to those who you were closest to. We want to make sure that the right legal documents are in place to have a smooth transition. Estate Planning really is an act of love.

Solid relationships are the foundation of our business. Once you become our client, we become partners. This is where the sale begins, not ends. My team and I are committed to constantly improving and enhancing our products and services.

Our goal is a long-term relationship with all of our clients. Once we earn your business, we expect to keep it. Not because it’s convenient, but because you couldn’t imagine doing business with anyone else.