About Our Team

 

Because no one person knows it all, we use a Team Approach.

  • We are affiliated with a licensed stock broker for your stock investment needs.
  • We also work with a qualified Elder Law Attorney for help with your wills and trusts.

Where you choose to purchase your insurance protection makes a difference. Three key reasons to choose us over others are:

  • Team approach to give you complete retirement planning
  • Our commitment to get to know you and your individual needs
  • Some investment advisors use a "cookie cutter" approach. But one combination does not fit all. Pay attention to whether your present advisor has asked you questions about your long term goals, whether they are focused on just selling product. Getting a second opinion does not cost you anything. We’re proud to serve families of all income levels and backgrounds for multiple generations. We look forward to the possibility of serving you.
  • team member

    Mike Dyal

    Funeral plans, Annuities, Life Insurance

  • team member

    Louis Drake

    Retirement planning Specialist

  • team member

    Jeff Smith

    40 years in retirement planning, wealth transfer specialist

  • team member

    Kim Ells

    Medicare, Long term care, Annuities, Life insurance