Our mission is to safeguard all clients against financial ruin. We handle most or all of our clients insurance needs and act as their trusted advisor. We help people, families and businesses’ develop a personalized insurance buying strategy around their specific financial situation, designed for protection against the worst case scenario.
As a small business we understand the importance of having the right insurance coverages in place. Our core values of trust, integrity and professionalism truly symbolize who we are and what we do. We sincerely enjoy helping people within our community and take great pride in putting the needs of others first. Not only are we dedicated to protecting your wealth, we want to help you build it! With four licensed agency staff, we have over a decade of experience in the insurance industry. We are committed to providing the service you expect and deserve.
Not understanding your coverages can be financially devastating. Don’t put yourself, your family or your business in unnecessary risk. Let us help you develop your insurance buying strategy that’s designed to protect your assets when the unexpected happens. We are here to help, contact us today and set up your comprehensive insurance portfolio consultation.
Please let us know what you’re interested in:
- Life Insurance
- Business Insurance
- Specialty Insurance (Renters insurance, Motorcycles, Boat, Travel Trailers and RV’s)
- Homeowners Insurance
- Umbrella Insurance
- Auto Insurance
6937 Douglas Blvd
Granite Bay, CA 95746
Sat-Sun By Appointment Only