OUR COMPANY MISSION

We are founded on the basis of strategic insurance portfolio management. Our mission remains to serve you by comprehensively managing your insurance account over time within your financial budget.

WHY WE CARE

As consumers ourselves, we fully understand that life events happens, and tailored insurance is how we can protect ourselves, families, assets and businesses from devastation. As business & insurance professionals, we take pride in helping families & businesses research, secure the right coverage, and manage their comprehensive insurance portfolio.


We Care About Insuring Your Legacy with our access to multiple insurance carriers, and continuous management of your insurance portfolio including premium cost over time.


OUR TEAM

We believe in the concept that "Teamwork makes the dream work" which translates to a result driven collective effort towards serving you. Our collective team includes licensed insurance brokers/agents who are skilled in client relationship development, and client account management; as wells as insurance carriers. With a well rounded team of caring professionals, we are able to manage your insurance account needs and make Your Interest Our Priority.

OUR COMPANY VALUES

We take Pride in developing and maintaining authentic relationships with our valued clients.

Mutual Trust

We have the highest regards to Mutual Trust in how we do business with our customers. While we accept the level of trust extended to us by our clients, we take every appropriate steps to maintaining the trust base client relationships we cultivate.

Integrity

Having Integrity goes well beyond getting people to protect themselves against risk. It is part of the fabric our company is founded on. This includes a thoughtful focus on securing the right insurance product as appropriate, maintaining a long term company representation, unbiased insurance expert advice and exceptional client servicing.

Client First Philosophy

We’re inspired daily by our simple mission: to serve you by comprehensively managing your insurance account over time within your financial budget. We strive to make your client experience convenient, secure, well within your preferred budget, and and accessible when you need. This is why we have our Client First Philosophy.

Exceptional Account Servicing

Because our 'Client First Philosophy' guides our daily engagement with customers, we continue to strengthen the servicing bonds we share. We emphasize on educating customers with the multiple products secured/available. We commit to continual review of their accounts as they experience life event changes such as having a child, buying a new house, adding young drivers, buying new car, adding umbrella coverage, and so on.  We  deliver  straightforward answers to any question that comes our way (even if it probably won’t result in a sale, because it’s the right thing to do).


Client Access

Per feedback from our clients "We are always accessible even after office hours".  Because we are commitment to placing your client interest first, we make it easy for you to reach our team anytime. 

Direct Office: 469-459-1660

See below for more contact details on how to reach our insurance team.