Who We Work With

Our services are specifically geared to the small business owner, self-employed professional or company manager.  Most of our clients share the following characteristics: 

 

 

  • They are small business owners with 2 to 150 employees or 

  • They are self-employed professionals or company managers 

  • They want not only "guidance"options available on the market, but "advice"; recommendations that takes into consideration their current situation, unique goals and objectives

  • They want a plan and a path to follow

Learn more 
Being an Independent Insurance agency allows us to present you with solutions based on your specific needs and our own analysis.  We are not directed by nor serve any specific insurance carrier, bank or other financial institution.   "We are Independent - We are Client Focused"!
Small Business Owners
 

Most of our small business clients share the following characteristics: 

 

  • They are small business owners with 2 to 150 employees or 

  • They are wanting to offer benefits for the first time

  • They have been in business for several years with an existing insurance plan - but have not had a complete review of their existing benefits

  • They have been in business for several years, are expanding and find a need to look at offering a benefit package to attract the best employees

  • They want a "go to" person to assist with all aspects of their benefit plan

 

Typically our clients possess expertise in either a specific profession or offer a unique service and want a trusted advisor to help them develop a complete benefit package, and assist with the implementing and managing of that package along the way. This package may be no more than a small group health plan, or a comprehensive benefit package. 

If the above characteristics describe you or your situation we invite you to contact us for a complimentary, no obligation meeting to learn more about how we may help you set up or improve your benefits and insurance program.   

 

"Call Us Today... 405.720.0333 or Schedule an appointment by "Clicking Here 

 
Business Meeting
Self-Employed Professionals & Individuals
 

Most of our "self-employed professionals & individuals share the following characteristics: 

  • They are independent consultants, company executives, or have a small medical, dental, or mental health practice

  • They are just out of school and opening their business or health care practice

  • They have been in their profession or practice for several years with an existing insurance plan - but have not had a complete review of their insurance program

  • They want a "go to" person to assist with all aspects of their personal life, disability or health related insurance program

 

If the above characteristics describe you or your situation we invite you to contact us for a complimentary, no obligation meeting to learn more about how we may help you either check to be sure your options are still appropriate or set up a new program from scratch (if appropriate.)

 
"Take the next step in simplifying your employee benefit plans or insurance planning!"
 
"Schedule a No Obligation Get to Know Us Meeting to
help you determine if our services are right for you. 
Lets Meet!"

"Call Us Today... 405.720.0333 or Schedule an appointment by "Clicking Here