Our Philosophy

We recognize that you are unique and have important questions.   We strive to provide enough opportunities in a variety of settings so that you will feel comfortable asking the questions that you need answered.  We sponsor over 100 educational seminars each year in libraries and community centers throughout Ashtabula, Geauga, Lake , and Trumbull counties. We meet with you at our offices or in your home to assess your specific needs.  As brokers with experience in a broad range of financial fields, we can provide you guidance with Medicare and Social Security Strategies, Wealth Management and Financial Planning, Life and Health Insurance, as well as Home and Auto coverage. 

Our desire is to become a lifelong resource for your ongoing financial decisions and partner with you to navigate whatever changes life sends your way.