We are an independent brokerage based in Cincinnati, OH, proudly serving the tri-state area and beyond. As conservative wealth management advisors, we specialize in retirement restructuring and preservation of your hard earned dollars. As our client, we will help you sleep well at night, knowing your money is safe from market volatility. We can show you how to achieve guaranteed lifetime income, and take advantage of market gains without sinking your ship when the market goes down.
Our objective with each client is to help protect their family and insure their future. We work with a wide variety of well respected carriers to accomplish this. Each client has different life circumstances and we do our best to explain the various options and give them a better understanding of the insurance market. Whether it be Final Expense, Guaranteed Issue Whole Life, TermLife, Mortgage Protection, Accidental Death, IUL's or Annuities, we will find the product for you.