Your Trusted Partner in
Insurance & Financial Services.
While we build our new site, we’re still here doing what we do best—helping you make smart, confident decisions about coverage, care, and your financial future.
Our Services
Life & Health Insurance
Financial Planning Services
Healthcare
Medicare Navigation
Life Settlement Support
➨ Full-Service Support – Insurance + financial planning, all under one roof.
➨ Licensed in 5 Lines – We handle life, health, Medicare, annuities, and more.
➨ Real Conversations – We’ll talk with you—not around you.
➨ 5-Star Reputation – Clients trust us. 20+ glowing Google reviews and counting.
➨ Local Roots, National Coverage – Based in CT. Licensed to serve wherever life takes you.
➨ Certified & Accredited – CMIP certified. Recognized by BBB & Who’s Who 2024.