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Changing Insurance companies can involve a lot of unnecessary hassle.

Our goal is to simplify the process, and make the switch worthwhile.



We are an independent agency with the customer in mind. Our goal as an independent insurance and financial services agency is to help each individual customer realize his/her needs and goals, and work together to develop a corresponding product design and long term strategy to achieve the goal. We focus on three things: Service, Saving, Solution.

Our company is a flexible company that offers a wide range of services, including:

Insurance Quote and Comparison

Retirement Planning

Policy Review and Recommendation

Cash flow Projection and Analysis

We have relationships with dozens of insurance companies and financial companies, allowing our customers to get the right price with the right service. We also work with the leading MGA and broker/dealer in each market to make sure that we have access to all the products and services to meet each individual challenge and unique needs. Whether you have the ideal history, preferred companies appetite, or a not so perfect record, we find the right coverage with the best company, at the best price for you.

Chris Ward


Dr. Aaron Wilkerson


"Having Tracey looking after my insurance needs frees me to look after my practice members"

                                 Meet some of our clients.

Vision of Strength 

“Don’t let others tell you what you can’t do. Don't let the limitations of others limit your vision.  If you can remove your self-doubt and believe in yourself, you can achieve what you never thought possible.”

― Roy T. Bennett, The Light in the Heart