General Info

Welcome to our web site where you'll find a wealth of information in the form of newsletter articles, calculators, and reports. We created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. As a boutique agency, we offer services designed to the specific needs of the employer groups and individuals with whom we work. We pride ourselves on service to our clients through our ability as an independent agency to access a broad range of resources to meet your objectives. Once you become a client, we remain committed to continually provide personal service, attention, and knowledge of your account. The result is long term relationships built on the trust we earn. We hope you take advantage of our web site as a resource and visit us often. Be sure to add our web site to your list of "favorites". Currently registered to offer securities in the States of DC, MD, PA, and VA and insurance products in the States of DC, MD, and VA. This is not an offer to sell or solicit securities or insurance in any other state of jurisdiction.