About Us

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We create a plan for every client based upon their needs. Through personal consultations with our clients, we build a profile by asking the questions that matter. 

Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We offer a variety of flexible plans to fit all budgets from world leading providers. 

Julia has 7 years experience as a financial advisor helping  clients reach their financial goals for every stage of life. As a Certified Health Insurance Specialist (CHS) her focus is health insurance, disability insurance, critical illness insurance, group benefits and long-term care.  She also offers buy/sell solutions including key man insurance. 

Eric has been providing his clients financial solutions for almost 25 years. He is a Certified Financial Planner with a comprehensive understanding of the financial issues facing seniors, from housing costs to social security and estate planning matters