About Us

Service on a Personal Level

I have been in business since 1968 marketing Life Insurance, Disability Insurance, Dental Insurance and Group Plans for small companies from 2 to 50 employees.  I market to individuals and groups generally up to 50 miles from Roseville.  I personally meet and review with people either in my office or at their location.  I try to talk to every client so they do not have to talk to a recorder.  I try to review coverage’s and update information yearly.  I want everything handled on a personal level so clients feel free to make decisions.  I have work with clients on estate planning and business agreements.  I have been through a number of classes training in financial planning, estate planning and business planning.  I started working with attorneys and accountants in the 1970’s to help gather financial information on clients and put a plan together for them.  I am available usually 7 days a week if necessary.