Broker Check


What’s on our mind? You can read about it in our blog. Change is part of life so it always a good idea to review and assess your situation today. If there is something new or perinent to the conversation, we will post it here. And once in a while, we may throw in a movie review, client event, or some other surprise. So keep checking in. We’re glad to have you reading along.For personal discussions, please call our office and set an appointment.


Monday, May 2, 2022


Tuesday, October 26, 2021

Think you don’t need disability coverage? Think again. We draft a will. Create an estate strategy. And purchase life insurance. But few of us consider disability insurance – the coverage that can help us maintain our...


Friday, September 10, 2021

I’d like to tell you about a new value-added service I offer ... one that may prove useful to you, and your family and friends. *Are you looking to enroll in a Medicare Advantage or supplement plan during this year’s...


Monday, July 6, 2020

Whether you’re receiving Medicare benefits now, or will begin soon, it’s important to understand how income-based premiums are calculated for Medicare Parts B and D. Your premium is determined by your modified...