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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions and goals.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program focusing on:

  • Debt Management
  • Investment management
  • Retirement strategies utilizing MoneyGuidePro®*
  • Estate conservation
  • Insurance and annuity products

*MoneyGuidePro® an interactive, confidential, and comprehensive tool to help you to get your finances in order.

Life Insurance:  We are a Term Life Only Company. We do not present or place Whole Life or Universal Life policies. We believe in "Buy Term Life & Invest The Savings". 

We also offer Final Expense, Disability, and Long Term Care Insurance products.

Investment Services*: We believe in the use of Mutual Fund Companies and represent over 40 investment companies.

Annuity Services: We offer annuity products with Variable Annuities*, Indexed Annuities, and Fixed Annuities.

Contact our office today at 614-868-9475 for your free consultation.  Carolyn Sue Strang at, Phil Boggs or any associate will be glad to serve you.