Our Founder

Knowing what's happening is Good.
Making it happen is Better.

Our Founder
James Kurt

Founder/CEO
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Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.

Customer Service

People on the phone
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20+ years of experience in Life Insurance and Annuities

Do you Want to live your best life now? Are you Concerned about outliving your money? Would you like to leave a rich legacy for your children and grandchildren? People just like you deal with these significant questions every day. You have worked hard for your money! Are you controlling it or is it controlling you? Let our experience, process, and guidance show you how to grow your nest egg, enjoy more of what you have worked all your life for and create a lasting legacy for generations to come.

Our professionals focus on your needs. Focus on your wants. Simplify the process of planning for you and your loved ones. Tailor our solutions to address your specific issues and concerns.

Our Values

We will never recommend something for you unless we truly believe it is in your best interest.

  • Life Insurance
  • Long-Term Care
  • IRA and Pension Rollovers
  • Tax Deferred Annuities
  • Financial Planning
  • Estate Planning
Business People

Our Vision

Specialized Advisers providing Personalized Solutions. Our experienced team of professionals use state-of-the-art software to respond quickly to your needs.

Whether it's a routine question regarding your account, or a major change requiring an in-depth review of your coverages, you'll receive prompt, personal service.

You are encouraged to use any the information about our various products and services. You can obtain quotes on term life insurance in the privacy of your home.

Get estimates on what different amounts for various terms will cost you. Get information about Long Term Care and Life Insurance. Annuities provide guaranteed safety of principal, higher interest, plus the option to participate in the market for potential growth and they have many advantages over bank CDs. Please feel encouraged to call or email us if we can assist you.