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Our Primary Goal

Increasing Your Financial Confidence Throughout Our Relationship

With our Protection First philosophy (which includes a thorough evaluation of existing and potential financial risks), we help families and business owners achieve Financial Balance through the strategic integration of their insurance programs with their assets and investments - with the goal of enhancing retirement cash flow (and overall confidence), while maintaining a legacy for the people and causes they care about.

Client Centered

About Ross:

Outside the office, when not with his wife Tobi or his 3 children, he enjoys playing guitar and singing with his group Sum Dude + Friends (it all adds up to Sum Dude). They play mostly original music, and you can hear some on the web.

If you would like to learn more about what we do, or see how we may be able to work together to realize your financial dreams, please use the 'Have a Question' feature on this page, send us an email, or give us a call - We look forward to seeing how we can help!

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