Our Firm

We are a full service insurance and financial services firm committed to helping our clients build comprehensive, goal oriented plans. We are affiliated with United Wealth Advisors Group and have advisers and offices throughout the U.S. We offer a wide range of financial products from quality insurance companies. We work closely with attorneys, accountants, and other financial professionals to implement customized strategies to meet the unique needs of clients who have a need for large life insurance policies for business or personal reasons. We also have experience in working with foreign national and international visitors to the U.S.

Please contact us with any questions you have about our firm or the range of products we provide. We have relationships with a variety of financial services and insurance carriers,as well as experienced, credentialed advisers, ready to help you design a customized plan.

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