Our Mission

Our Vision

We want to be the leader amongst privately owned insurance and financial services in the region.

Our Mission

To provide all types of insurance and financial services to individuals and businesses by being knowledgeable experts who provide solid problem-solving solutions with honesty, integrity and fairness.

We develop strategic partnerships and provide consultative expertise through relationships supported by a culture within the agency of shared direction, innovation, accomplishment and reward.

Our Technology

• We are with the times.
• We utilize a client management system. Not just any system, but the most preferred system in our industry.
• We are automated. Being online with major carriers and having a management system that integrates with our major p&c carriers, we can exchange accurate, real-time information and transactions.
• We are electronic. By using an electronic filing system, we store our client information in a safe and secure system. Available to us via local or remote access.
• We are remote. This allows us to operate from virtually anywhere. Like pulling the office out of our briefcase.
• We are beta testers. Working closely with our vendors we try new technologies out in exchange for our opinions. Technology is ever-changing; being on the cutting edge is the place to be.
• We are green. Our carriers are aware of the wastefulness of printing and mailing massive amounts of unnecessary paper. We help pass this practice on to our clients. Email helps our clients keep their account information organized and saves time.

As an independent insurance agency, our goal is to assist you in all of your insurance needs. We will help you manage and plan for all your potential risks. As professionals, we assess your needs and offer you a variety of insurance, bonds and wealth management products to choose from.

Service, whether in response to an insurance claim, financial advice or general question, is the most important value we offer.

We work hard to build a trusted relationship with our customers. We strive to make you feel comfortable and confident with our abilities by acting as your consultant. We want you to have the confidence in us that your parents have had and that your children will have. We are an organization dedicated to our customers. We seek out the best insurance carriers and investment firms that offer the appropriate coverages and rounded investment plans.