What We Are
An independent financial service agency helping small to mid-sized businesses in California with group benefits, business insurances as well as serving Individuals and families
Areas of Practice
COMMERCIAL INSURANCE
From the initial startup company to the publicly traded corporation, we will review, quote, and secure coverage for your business. We have found that transferring risk to an insurance company is often the most efficient way to protect your corporate assets and human resources.
TRAVEL INSURANCE
travel insurance can help cover medical expenses and financial losses incurred while traveling abroad.
PERSONAL INSURANCE
We provide a full range of coverages for your personal insurance needs. From the first time buyer, to high valued homeowner, automobiles, and umbrellas. We will review, quote, and secure coverages for your needs.
401K RETIREMENT PLANNING
PERSONAL HEALTH & LIFE INSURANCE
Protect the ones you love the most with the proper coverage for your needs. Everyone’s needs are unique and finding secure coverage can be stressful. Whether you want to cover your family, yourself or the people who help your business going, we’ll find the right plan for you.