Insuring a Bright Future

Many financial experts will tell you some unforeseen events and a lack of the right kind of insurance can spell trouble quickly. Call us today, and we'll analyze your insurance needs and get you covered quickly at the right price. 

We are passionate about helping both businesses and individuals with diversifying portfolios, managing assets, and reducing financial risk.

We have a variety of services we specialize in, such as: 

• Tax-Free Retirement Plans
• 401(k) Rollovers
• Roth Conversions
• Estate Planning
• Medicare Supplements
• Annuities
• Whole & Term Life Insurance
• Mortgage Protection
• Final Expense
• Children’s Whole Life
• Health Matching Accounts
• Pet Health Matching Accounts 
• Hospital Indemnity Policies
• Cancer Policies
• Heart Attack and Stoke Policies
• Critical Illness Policies
• Accident Policies
• Dental Plans
• Vision Plans 

Everyone has different insurance needs. Call us today for a personalized business or individual assessment and find out how we can help protect your hard-earned assets. 

First, you will have an initial meeting with Wendy Proctor to learn about each other and establish a relationship. We determine your concerns, goals and objectives so we truly understand your unique situation.

From there, we take a look at current assets and existing plans and begin conceptualizing a cost-effective strategy tailored for you, collaborating every step of the way.
 

We then execute your plan so you can move forward into retirement with confidence knowing your estate and retirement plan is in place.

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Finally, our work is never done. 

We are committed to providing the highest level of service and support to build our relationship. Our number one priority is to create an experience that establishes a relationship that lasts a lifetime.