Health & Life Insurance

We specialize in Medicare, Life Insurance, Individual & Family Health Insurance & Employee Benefits.

We offer a range of policies for individuals, families, & businesses

We Have Over 30 Years Of Combined Experience Educating & Advising

With great experience and deep ties in the insurance industry, we create a strategy that builds wealth for you.

Every client we work with is different. We find a way to leverage strategies and resources to have the insurance policies work for you.

Give us the opportunity to work together. You’ll be happy for a lifetime. Our greatest honor is educating and advising to see our clients strive from our strategy.

Our Mission

We strategize to create a clear and beneficial insurance strategy to minimize exposure with a new way of thinking to build wealth for our clients rather than the insurance company. We work for you.

Our Vision

Providing clarity to the people we work for. Our strategy builds wealth over a lifetime.

What We Offer


Individual Health Insurance

Whether you are new to insurance, coming off of another plan, or need help navigating the insurance world we have a plan and strategy for everyone.

Family Health Insurance

Family is important. We have a range of carriers and exchanges we closely work with to make sure you are paying the right price for insurance. Let us build a strategy that creates wealth for many years to come.

Group Health Insurance

Have you recently formed a company? Are you a well-established company looking for a new strategy? We can help. Our carrier partners and associate advisors have the resources and strategies to keep your business thriving.

Covered California Health Insurance

Did you know that you can receive financial assistance for insurance? Our advisors were deeply involved in the Affordable Care Act and understand the California Exchange as well as the people who developed the system. Let us help.

Employee Benefits

Want to keep your business thriving? Incentivize them with benefits. Let them know that you as the employer have a robust employee benefits package that will keep them protected. Your most valuable asset as an employer is your employees.

Dental Insurance

Dental Insurance can be complicated. Most clients that come to us would like to see a provider that may not necessarily be in the insurance company network. Our carrier partners cover Out-Of-Network benefits almost as well as In-Network giving you the freedom of choice.

Vision Insurance

Vision care can be expensive. Our carrier partners have plans for every situation. Let us help you find the right plan to strategize for your future.

Short Term & Long Term Disability

No one plans for the unexpected. This type of coverage is overlooked in many cases until it is actually needed. Our carrier partners can put together Voluntary or Involuntary strategies to keep you protected in the event of the unexpected keeping you financially stable through difficult times.

Put You & Your Family in Good Hands

Get In Touch

We’re Here For You 24/7 For All Of Your Needs