We provide full-service life, health, long-term care, and accident insurance services. We also offer retirement planning and financial advising. We are located in Ventura,
CA and offer service throughout Southern California.
We offer comprehensive financial and insurance reviews at no charge. And, we're not afraid to tell you that you should change nothing! If we think there's a better way, we
will present your options and let you decide the right course.
We offer group and individual health insurance that spans the range from short-term medical to Covered California to Medicare Supplements and Advantage plans. Since we are an
independent agency, we are able to help you find the best plan regardless of the insurance company providing the policy. We currently offer plans through Kaiser Permanente, Anthem/Blue Cross,
Blue Shield, AARP/United Health Care, Humana, and many others.
We offer life insurance services through excellent companies like: AIG/American General, Mutual of Omaha, Nationwide, Forethought, Allianz, Fidelity and Guarantee, and National
Western. We believe in examining your whole situation and crafting the best plan for protecting your family, business, and legacy.
Some of our agents are also licensed to offer securities and act as financial advisors. They have access to a wide variety of investment products and are adept at creating a plan
that will provide diversity and allow for growth.