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Financial Solutions
Uplift Path

Mission & Values
Your Trusted Local Insurance Experts
We set ourselves apart with personalized service, local expertise, and proven results. With three years of experience, our certified agents help our clients navigate the complex world of Medicare, health, and life insurance. We make insurance simple by offering one-stop convenience for all your coverage needs.
We compare plans from multiple carriers at no cost to you, provide expert guidance, and help you find insurance that fits your unique needs. Whether by phone, online, or in-person at our office or your home, we’re always just a click or call away.
Why Choose Us?
Proven Expertise
As an independent insurance broker, I provide a comprehensive range of insurance solutions designed to protect your health, income, and long-term financial security. I specialize in life insurance, health insurance, ACA marketplace plans, indemnity coverage, cancer/heart attack & stroke protection, and short-term care. My focus is simple: assess your current needs, identify gaps that could expose you to risk, and provide options that shield both you and your assets from unexpected volatility.
I also work closely with seniors and individuals preparing for retirement who need guidance with Social Security, Medicare, life insurance planning, and health coverage prior to Medicare eligibility. Whether you’re coordinating benefits, comparing options, or protecting your retirement income, I help make the transition smooth and confident.
Tailored Guidance
Not sure what type of insurance you need? We research and compare multiple carriers for every coverage requirement, ensuring you get the best plan at the most competitive price. Our team is courteous, patient, and dedicated to helping you understand your options.
Comprehensive Coverage, One Stop
No two clients are alike. That’s why we offer a full spectrum of insurance options from multiple carriers, giving you the convenience of managing all your coverage in one place. And when life changes, we’ll help you adjust your policies so you’re always protected.
Committed to You
We don’t offer cookie-cutter solutions. Our professionals create customized insurance plans that provide the most appropriate coverage at the best rates. Every agent at our agency adheres to high ethical and professional standards, ensuring your trust is well-placed.
Building Lasting Relationships
We work with top-rated insurance companies and believe in building strong relationships with our clients. We’re here to provide guidance every step of the way. If you’re unhappy with your current plan or rates, we’ll shop around to find better coverage and pricing tailored to your needs.
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