About Us

In 1983, our founder became dedicated to this business after a real world lesson that illustrated how necessary it is to build a strong foundation for families and businesses after his first insurance job had him delivering a woefully inadequate death benefit to a widow with 5 children. It hit home with him as to how important it was to help his customers, his neighbors, to  evaluate their needs vs. just selling them a policy.


Several hurricanes as well as answering various needs of familiy as well busienss clients,  and a lot of years, only reinforced the need to educate his customers, not just sell insurance products. Since From that day forward,  we have endeavored to provide real consulatation and evaluation of the insurance and financial services that families and companies need to be secure.  And we do that by also partnering up with likeminded seasoned advisors and entities in various fields of Insurance & Financial planning, instead of being all things to all people.  This has created a true synergy where everyone wins.



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