General Info

We are building a business that helps you live with less worry by actively planning for catastrophic health care costs. We are providing this service through sound planning using Medicare solutions, long-term care insurance, life insurance, and tax deferred annuities. It gives us great pleasure knowing how much this service really means to you, our great clients. Our home office is located in Cary, NC, a thriving community in the heart of the Triangle area of North Carolina, between Raleigh and renowned Research Triangle Park. The Triangle area repeatedly has ranked among the top regions in the country to live or work, to find a home or start a business, to raise a family or retire. We recognize that you're an individual, with a unique set of insurance needs. We also know that your needs will change as you go through life; that is why we value building strong,caring relationships. Our policyholder's well being, financial security, protection from unbearable risks, safety for their estates and family, and a retirement of reduced worry is our focus. Our trained and licensed agents represent reputable insurance companies offering policies tailored to your unique needs.