Our goal is to cut through all of the marketing and selling to present factual, timely and relevant information for our clients. Ultimately, our loyalty is with our client, we refuse to work on behalf of the insurance companies. We have found that placing client needs above all else results in happy clients and overwhelming referrals. We are not afraid to tell a client they are in a great position and to stay there. It is possible to run a very successful company without looking at every client as a number and a "sale". We are candid and open, and avoid the selling mentality. Too many companies are selling and leaving the customer behind.

I started this business in California and worked in the Long Term Care Insurance business representing a brokerage in Brentwood TN. My passion for serving the "greatest generation" has grown from the Deserts and Beaches of California to the Gulf Coast and beyond. I moved my company to the Florida Market and have expanded our company and our philosophy over the years. We are opening a second office in the Nashville TN market to be in the middle of the country and carrying our message of being a servant first, and impartially representing over 200 insurance companies and products. We are adding additional financial tools in order to assist clients in navigating the maze insurance companies have created to virtually confuse customers and seemingly create chaos. We have always looked at ways for clients to "beat" the system and take advantage of tax & income opportunities in navigating these waters. Insurance companies are large, cumbersome and un-caring, we are not.