Doing business in the Greenwood and the surrounding areas for more than 30 years, we offer reasonably priced Insurance Services (Investment Life, Health and Long Term Care Insurance); (Annuities; IRA, Roth IRA, 401-K, 403-B Roll-Overs).
Located at 104 Maxwell Avenue, Suite 348, on the third floor of the Greenwood Building in Uptown Greenwood, we are conveniently available for all of your Insurance needs. Our Office has flexible hours to serve the public. Appointments can be arranged at anytime between the hours of 9:00am and 6:00pm (M-F) and as scheduled by Special Appointment on Saturdays.
Call and tell us about your needs and one of our experienced Associates will arrange to be available to help you in almost any situation... Personal, Family, Business or Professional Finances... We're here to serve!
Learn more about our business on our Services page.
I am so glad you took time out of your busy day to visit our website. We believe in an educational approach to retirement. We never do business on the first appointment. Instead, we show you what we have to offer, compare it to what you have now, then we help you to make changes to your current programs, so you and your family will have a better, safer, and more financially secure future.
The # 1 Rule in Retirement Planning is NEVER LOSE MONEY!!!
The # 2 Rule in Retirement Planning is NEVER LOSE MONEY!!!
What is the # 3 Rule in Retirement Planning?
Right, NEVER LOSE MONEY!!!
YOU NEVER HAVE TO TAKE A RISK AGAIN!!!