Our Mission

Our Approach

We like to work with you personally to make sure you and your family are protected in the case of any event, good, bad or the unexpected. We do a FREE one on one consultation. We will travel to your home if you feel more comfortable or you and your family can come visit our office in Meriden, CT. Our door is always open.

Our Story

What started out in 2007 as a new business venture in the health and life insurance field turned into quite the American dream and became a flourishing family business. Our business has grown to encompass all aspects of retirement planning including maximizing your Social Security, minimizing your taxes within retirement, life insurance, annuities, etc….. With over 30 years of collective experience you have a knowledgeable advisor on your side who has nothing but your best interest in mind. Taking care of you and your family is our #1 goal. “Why?”, do you ask, because you’re now part of our family.