A Winning Retirement Starts with a TEAM Effort

We build personal, genuine relationships and develop easy-to-understand financial game plans to help you avoid losses and enjoy retirement success.

The TEAM Approach

When you surround yourself with TEAM, you partner with a firm committed to:

Trust: We do what we say we’re going to do because we don’t just want your business; we want your confidence. We believe honesty and transparency are essential to building genuine, lasting relationships.

Education: We want clients to have a clear understanding of what we do and why we do it. We don’t just deliver strategies; we share the purpose and logic behind the strategies we prepare.

Asset Protection: Financial success starts with preserving what you’ve worked so hard to earn. We believe there are more opportunities to help clients avoid losses than always trying to pick the winners.

Maintenance: As life changes, your financial strategy may need to change, too. We constantly assess your plan to make sure it addresses your needs and gives you the confidence and control you expect.

About TEAM

Wondering How to Create Income in Retirement?

Download this four-page guide that addresses common misconceptions to help you decide if an annuity might be right for you, including:

  • What you need to know to understand annuities

  • Why savings alone may not be enough for your retirement

  • How annuity withdrawal options work

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.


Download Your Copy Now

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By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Why Choose Us

Unbiased Guidance

Our advisors put your best interest at the forefront of all we do.

Wide Product Selection

As an independent firm, we have access to a wide selection of insurance products, rather than being limited to one big-box company’s suite of products.


Through the ever-changing economic environment, we've helped our clients stay on track for retirement.

Our Services

We offer services in the following areas to help you pursue your retirement goals.


Put Your Hard-Earned Assets to Work.

Retirement Income Strategies


Preserve What Belongs
to You.

Asset Protection Strategies
Life Insurance
Tax-Efficiency Strategies
Long-Term Care Plans


Provide for the People and Causes You Cherish.

Charitable Giving
Legacy Planning
Tax Planning

Any statements referring to preservation of assets are not a guarantee or prediction of future performance.  Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 

Neither the firm nor its agents or representatives may give tax, legal or investment advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.