Our Qualifications

We have been working with individuals and businesses throughout the South East for many years. We are committed to maximizing our education in all phases of retirement planning, life insurance plans, and all other products through industry certification programs and workshops. Staying compliant with the State required continuing education each year. In addition, we have worked as contracted agents with State workers and County school boards as slot agents approved to work with all the State and school boards employees. We are also contractors for Gov-Benefits and help clients navigate FERS/CSRS benefits with analysis software and to complete retirement planning in many states.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood financial products and services explanations. In addition, the personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.