Your solutions, all under one roof

We’re a different breed of service firm, and we are confident you will like what you see.

Life is crazy, and we’re here to help. Let us do the insurance shopping, tax filing and portfolio monitoring for you.

Insurance
Services

Financial
Services

Health, Benefits,
& Medicare

Tax
Preparation

Community. Expertise. World-class service.

We are passionate about providing world-class service to each and every client, every day, in a friendly, down-to-earth way.

What makes us us.

We love our clients. Protecting other people makes us smile. We will find a reason to celebrate anything. We have the best staff in the world. We love to hang out together outside of these walls. We care for our community and people less fortunate. Babies, ice cream and puppies make us smile. We have our very own MII cheer and an abundance of office plants. We think outside the box and have a unique approach to the agency business.

We keep our pinky promise.

Our partnerships are built on trust. Our in-house team of insurance, financial and tax advisers has access to elite markets, products, industry groups and financial institutions to match each client with the best resource.

Our Companies

Our Affiliations