About Us

Our Story

Established in 2011, with a focus on Health Insurance, Medicare, Dental & Tax-Free Retirement Planning & Final Expense & Fixed/-Indexed Annuities  the right types of insurance will protect your financial future. We have completed our 12th Season of Medicare Annual Enrollment, offering more than just one answer to fit your needs.


We are a Husband and Wife insurance business for over 12 years; both with 20+ years in the Information Technology Industry -- which is a terrific background for the insurance business. Based out of Orlando, FL we are licensed in multiple states AND we move with you, so we can be your Insurance Agent for Life. 


As Independent Insurance Brokers, so we shop the Market to find what we feel protects you, not what makes us the most commission.  We are Strategize your Retirement Income and get the IRS out of your back pocket. Let us look at what opportunities are available with what your finances are to create a Plan, whether Tax-Free and Tax-Deferred that is safe.

Meet the Team

Our Experience

20+ Years of experience have prepared us to guide you through your life transitions BECAUSE we have gone through the same changes and built our TAX-FREE and DEBT-FREE LIFE.



OUR MISSION