We offer a comprehensive range of solutions tailored to meet the diverse needs of individuals, families, and businesses.
We believe in an approach to financial well-being that encompasses wealth creation, protection, and transfer.
Our services and solutions are designed to empower you to breach your hurdles, achieve your financial goals, secure your legacy, and make a meaningful impact on your family, community, and beyond.
Our mission is to protect and secure the financial well-being of our clients through comprehensive and customized financial solutions. We strive to deliver exceptional customer service, foster long-term relationships, and provide peace of mind by effectively managing risks and offering reliable coverage.
Don't work with a Sales Person, work with a Partner in planning!
Understand & Prioritize Needs
Help Address Your Problems
Achieve Your Goals
Our Team is Your Team
Client Relationship Lead:
Team Leader, Your primary point of contact and solution strategist - JenniferKnourekBrusenbach
Client Proactive Coordinator:
Coordinates the meetings and consultations through our Information Questionnaire - JenniferMay
Client Facilitator:
Team Administration Staff to process quotes, policies, and correspondence.
Our Proactive Planning Team provides a Virtual Family Office