About Us
The Source for your Business, Individual, and Family Needs. We help FIND/GET money for your business, Protect what matters most to you, and help provide GUARANTEED growth of your money whether a business, individual, or family!
The products and services we offer
Recommendations Received (33)
"Lance is very knowledgeable and thorough and helping his clients plan for life and all of the..."
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"Lance is very knowledgeable and thorough and helping his clients plan for life and all of the challenges involving finances and retirement. He is committed to helping others achieve their goals."
"Lance is fantastic listening to your needs and explaining what options might work best for your..."
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"Lance is fantastic listening to your needs and explaining what options might work best for your particular scenerio when it comes to insurance. "
Products & Services
We're experts in thinking about the long term. We helps customers all over and in Johnson City plan for safe, guaranteed retirement, and the unexp...
It's never too late—or too early—to start planning for retirement. We can offer expert advice on building a nest egg for a comfortable retirement, ...
When you need to count on expertise, we're here to help. We offer free consultation calls to clients in and around Johnson City. Let us be your fir...
Recommendations Given (47)
"John has been a business owner and valued professional in the community for many many years! What..."
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"John has been a business owner and valued professional in the community for many many years! What he does for businesses and non profits like churches is valuable! Certainly reach out to John to see how he can benefit you!"
"Great company and great people! Jada and her team will take care of you on all your HVAC needs "
Recent Activity
Not sure how my post did not fit the guidelines especially trying to help businesses, but thanks for the info
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Not sure how my post did not fit the guidelines especially trying to help businesses, but thanks for the info
Do In person while you can!! At least we have options if we can’t and if you need other options that are easy from a 1-1 situation, our proprietary video platform is AMAZING! https://beam.video/
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Do In person while you can!! At least we have options if we can’t and if you need other options that are easy from a 1-1 situation, our proprietary video platform is AMAZING! https://beam.video/
We do our norm of insurance services to our clients but we now have our own video platform to engage clients and potential clients. We can easily meet virtually with our clients over video chat without them needing to upload or download an app and is a simple 1 click feature. We can do this with...
(more)
We do our norm of insurance services to our clients but we now have our own video platform to engage clients and potential clients. We can easily meet virtually with our clients over video chat without them needing to upload or download an app and is a simple 1 click feature. We can do this with clients no matter the platform or device they have. Contact us if you want more info on our video platform. We never skipped a beat!!
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