Don’t have enough assets for an estate plan? Think Again! The cost of NOT having an estate plan may outweigh the costs of making an estate plan. Without a plan your estate will go thru the [...]
Serving you and your family
As a local, family-owned, independent agency, we understand that nobody cares about your money more than you do. We strive to simplify the process by offering customized financial and insurance solutions that provide fair and equitable value, help protect the safety of your assets and pursue a confident future for you and your family.
Our process begins with a friendly conversation about your current situation, future plans, & financial priorities.
You deserve a reliable insurance and financial adviser who consistently provides the sound advice you need and promptly responds to your concerns.
With over 170 years of combined experience, our team has helped folks just like you with their financial & insurance needs.
Working for you
Putting the client first. That was Bruce Porter’s vision back in 2001 when he first drafted a business plan for a new kind of financial and insurance company. Discover the history and culture that guide our commitment to your needs.
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See what The Resource Center can do for you.