WHO WE ARE

 

For more than four decades, we have helped hundreds of retirees, families and business owners increase income, recover financial losses, and decrease or eliminate income taxes and fees, to ensure growth of their assets without risk.

We pride ourselves in putting our clients' needs first.  That is why we do not represent any single company, which would require us to emphasize only on that company's accounts and services.  Instead, we work with a broad spectrum of companies and professionals, which uniquely enable us to give our clients the power of knowledge, and the power of choice.

 

One of the keys to our success is that we pay attention to people's financial needs, wants and concerns, and provide personalized solutions to their problems so they can achieve financial security.  Moreover, we provide excellent customer service by maintaining regular contact with our clients to ensure that their financial needs are being met.  We hope we get the chance to work and provide the same for you.

 

 

 

 

Some of the companies we are affiliated with include, but are not limited to, the following:

 

• MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

• FIDELITY & GUARANTY LIFE INSURANCE COMPANY

• LINCOLN NATIONAL LIFE INSURANCE COMPANY

• TRANSAMERICA LIFE INSURANCE COMPANY

• ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA

• INVESTORS CAPITAL CORP

• CETERA ADVISORS LLC

• TWH AGENCY, INC.