Owner, Robert G. Carey has been in the insurance business for over 30 years as a retirement specialist. He is a licensed health, life, and annuity agent specializing in helping people secure their money when rolling over their profit-sharing and 401K accounts.
Our mission is to help our clients be financially prepared for their future in retirement. We believe in finding the best products for each individual's financial needs while protecting their assets and savings to provide them with income for life as well as financial protection for their family. Keeping your money safe is our primary goal.