Our Founder

Knowing what's happening is Good.
Making it happen is Better.
Our Founder
Lawrence A Golz
Founder/CEO
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Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.

Customer Service

People on the phone
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20+ years of experience in Auto, Home, and Business

Our company is composed of financial professionals who have been representing many of America's largest and finest financial institutions. We write Business, Home and Auto insurance for groups and individuals. Helping you get the best value for your money on savings and pension plans is our specialty.

Our Values

We will never recommend something for you unless we truly believe it is in your best interest.

  • Auto and Home Insurance
  • IRA and Pension Rollovers
  • Tax Deferred Annuities
  • Financial Planning
  • Estate Planning
Business People

Our Vision

Specialized Advisers providing Personalized Solutions. Our experienced team of professionals use state-of-the-art software to respond quickly to your needs.

Whether it's a routine question regarding your account, or a major change requiring an in-depth review of your coverages, you'll receive prompt, personal service.

You are encouraged to use any the information about our various products and services. You can obtain quotes on term life insurance in the privacy of your home.

Get estimates on what different amounts for various terms will cost you. Get information about Auto and Home insurance as well as Business insurance. Annuities provide guaranteed safety of principal, higher interest, plus the option to participate in the market for potential growth and they have many advantages over bank CDs. Please feel encouraged to call or email us if we can assist you.