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Investments - Life & Health Insurance Annuities - Medicare Supplements

We are located at 166 Queen Street in Southington, CT.

Our company offers financial and estate planning, and we never lost a penny of our clients money. We help our clients save money on taxes and other financial expenses that they often routinely overpay without knowing it. Our focus is for you to be in a financially better position then you were in before we met. Your money should be working for you.

Money can be difficult to earn, accumulate & keep especially after taxes. Our focus is to help you keep more of your money, reduce your taxes, & enhance your retirement years. There are many people claiming to do what we do, but not all of them strive to keep you continuously up-to-date with current financial strategies available to help you.

One investment we offer has 7-10% return on premium. Check out the Investment page for more details.

Medicare Supplements are often very confusing to most people. We help by take the time to explain what others do not. We are appointed with 10 different companies to provide our clients with the best supplement for them. We also offer Medicare Advantage plans with no monthly premium cost to you!

Our office is always open 9:30 a.m. - 5:00 p.m. Monday - Friday for walk-ins, however it is always a good idea to call first. We Look forward to seeing you soon!


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