Looking Out For Your Health And Wealth

Building Life Long Relationships With Our Clients

Provide Practical and Sound Advice

Provide The Best Products For Our Clients

Take The Necessary Time To Meet Our Clients Needs

Make Recommendations Together From There Input

Find Real Solutions For Clients Peace of Mind

Over 25 Years Experience

Jim Spencer - President.

What We Do

We make this promise to you. We are committed to providing unparalleled “personal and professional” customer service. Because we are an independent agency, we do not offer just a one-size-fits-all option. We take time to get to know you and help you select products that meets your unique needs and budget.

We Provide Customized

Health Insurance - Provide you with health insurance proposals from a number of leading companies.
Life Insurance - Using strategic planning, we help to ensure that your loved ones and others are protected.
Retirement Plans - Showing you how significantly increase growth potential. Decrease or Eliminate Income Taxes. Protect Assets from loss.

Family and Friends Night

Unleashing the Power
of
Paying It Forward

Asset Classes

At Risk
Stocks
Bonds
Mutual Funds
Real Estate

Advantages of IUL

Over IRA’s
Over 401K’s
Over SEP ‘s

Safe Money
CD’s
Money Market
Fixed Annuities
Municipal Bonds

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