Get an Insurance Quote

Open a Retirement Account

LTC insurance = TLC for you and your family

Last Updated: 2/12/2016 11:12:06 AM

The majority of long-term care services you might need as a result of an injury or illness will not be covered by Medicare or most health insurances. Long-term care (LTC) insurance can help protect your family from the financial burden related to LTC services and protect assets you worked hard to earn for yourself and your heirs.


Life is like a box of chocolates…

Last Updated: 2/12/2016 11:18:48 AM

“You never know what you’re gonna to get.” Words of wisdom from the character Forrest Gump and reason to make sure you and your family are adequately protected from the challenges that life can throw your way. If you haven’t reviewed your coverage lately, contact us for a free consult.


Love yourself with sweet savings

Last Updated: 2/12/2016 11:17:09 AM

As an educator, you spend so much of your time taking care of others. Are you taking care of yourself as well? If you’re not saving for retirement, contact us today to open a 403(b) or IRA so you can start making your own future a little brighter.


Your Story

My 2 cents

Published: 04/30/2015  

My 2 centsSarah Klein is a 27-year-old art teacher—and a Millennial (born 1980 through mid-2000s). It’s a generation now facing adult decisions about their finances. Sarah shares her story about coming into her own financially and learning that, even when dealing with debt, she can and should still save for her future.

read the full story