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Personalized Solutions to Protect You and Your Family

We help individuals provide high-quality solutions with only the top insurance carriers

We work with all major insurance carriers to customize a solution for each client, helping them balance their budget and benefit needs.

Medical, Dental and Vision

We offer health, life, dental, and vision; We offer both on and medical plans and short-term medical and medical travel plans.

Life and Disability 

We can help you find the best short and long-term disability insurance and life insurance solutions to protect you and your family.

Fixed and Indexed Annuities

To help insure your financial future, we offer fixed and indexed annuities from the best A rates companies.

Fiduciary Retirement Planning and Investments

Property/ Casualty Insurance

Via an affiliation with ClearPoint Insurance and Financial Services and The Olson Insurance Group, we are able to offer competitive , homeowner's, auto and umbrella insurance.

Through an affiliation with our subsidiary Investment Navigation LLC, we offer a full suite of retirement plan options, including IRA Plans, Variable Annuities, and a 529 Bright Directions College Savings plan.

We can also advise on other investment and financial planning questions.

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