Insurance and Financial Services

(919) 222-0177

Offering free financial analysis, debt reduction, budget planning, and book "Who Wants to be a Millionaire - Life Lessons Learned".

We offer a variety of financial services, including

  • Affordable term Insurance
  • Whole Life Insurance
  • Financial analysis
  • Short term disability
  • Long term care
  • Medicare supplement/advantage
  • Individual/group health insurance
  • Annuities
  • Employee and executive benefits  
  • Money management seminars
  • Business opportunity


Let Your




Check out my newly released book, “Who Wants To Be A Millionaire?: Life Lessons Learned”. This is a financial self-help guide that’s packed with the do’s and don’ts that will help you to save money, reduce debt, select the most suitable insurance, and reach a successful retirement. A great reference book since it addresses every stage of the adult life. Get it in paperback or Kindle by clicking the link below:


How Do You Know

How Much Insurance You Need?

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Contact Us: 

phone: 919-222-0177


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