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Insurance Solutions

Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets: it can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering a variety of insurance products and financial planning strategies.

With the right plan, you can potentially earn money with your money – through the use of fixed annuities* and life insurance. Our firm can help you create a dependable and sustainable source of retirement income to be used now, in the future, or whenever you need it most.

We offer:

  • Fixed Annuities
  • Life Insurance
  • Long Term Care
  • Health Insurance
  • Medicare Supplements

As an independent insurance firm, we are able to shop dozens of insurance carriers to find the best rates and product solutions to fit your specific needs. We also offer complimentary reviews on your existing fixed annuity and life insurance contracts.

Health | Medicare Supplement | Disability | Dental | Vision | Hearing | Prescription Plan

Medicare Supplement Insurance
Medicare covers many services, but what happens when you’re not covered for care you need or want assistance with copayments, coinsurance and deductibles?

We specialize in helping you find the right Medigap policy to fit your needs. David Thompson, our manager and principal agent, has obtained the designation of Medicare Supplement Accredited Advisor (MSAA) from the National Association of Medicare Supplement Advisors. What this means to you is that you will be working with an expert specially trained to answer all your questions about Medicare, Health Insurance and other Senior issues.

Our in-depth knowledge of your many options will give you the comfort of knowing more of your health care expenses will be covered. We will be happy to review your current policy to determine if there is a more beneficial, more cost-effective option for you.

Medicare Advantage Plans

Prescription Drug Plans

Call our office today to take advantage of:

  • No Deductible
  • No Copays
  • No Remaining Bills to Pay
  • No Excess Charges

What Legacy Will You Leave?

Life insurance has many uses, but one size does not fit all. Almost all insurance companies have now updated their life expectancy tables to reflect the fact that we are now living longer. If a person has life insurance and the policy is more than 2 years old, they should absolutely have their policy reviewed by a knowledgeable insurance professional. Assuming that the applicant still has their health, there is a very good chance they may be able to dramatically increase the amount of coverage they have at no additional cost, or simply lower their cost of their current coverage.



Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. 

Find Your Perfect Fit

Thank you!