We are an insurance and financial services boutique firm specializing in comprehensive financial planning for individuals and businesses, with an emphasis for individuals over the age of 50.
In an effort to comply with the high industry regulations and at the same time offer a wide array of financial products and services, we are proudly associated with Mutual Of Omaha Investor Services Inc. as our Broker/Dealer. Our decision to work with Mutual Of Omaha Investor Services among the thousands of other choices, was based on the following factors:
In order to work with each client at a high level of service, we only take on a select number of clients annually. It all starts with an initial meeting to get acquainted.