Financial services for your personal & professional lives.

UPDATED with our NEW 2017 Awards!

Reader Choice, TIN, Beaufort Gazette, winner


Affordable Healthcare / ObamaCare

NEW Enrollment ♦ Re-Certify your subsidy Re-New your plan or Changing plans

Companion Indvidual Dental Plans
No waiting period on Cleanings & Minor services

Get your DENTAL & VISION Insurance Quote & Enorll:
No waiting periods on any Dental benefits





HumanaOne Dental / Vision Plans



For a FREE Newsletter letter on current issues.
or to have us contact you.

Contact us (click here)
fill out the form above and we will be in touch.

As with most other things in life, the key to achieving your long-term financial objectives is preparation. Your goal may be to fund your children' college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that is desinged to help you meet those goals. The good news is that it's never too late to start.

 Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.