At our firm, we have the client—and only the client—in mind.
One of our primary goals is to develop a long-term, trusting relationship with you and your satisfaction.
Our reasons for becoming licensed insurance advisors are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to sort through the complexity of the insurance market. We are confident that with our understanding of personal finance, insurance, and our training as insurance professionals, we can help you better prepare for the future. After years in the business, we have developed a reputation for educating individuals in easy-to-understand terms, helping you make smart decisions. We feel a commitment to our community.
We are an independent local insurance agency servicing San Diego County, Temecula, and Murrieta. We specialize in Health, Long-term Care, Life, and Disability insurance.
We represent many different insurance companies that offer a wide variety of coverage options. With our knowledge of the market, we scour the insurance market to find a better value for your insurance dollar than you might find searching on your own. The result is you get the right blend of price, coverage, and service.
We are your personal insurance advisor and advocate. We take the time to listen to you and understand your individual needs. They know it’s not just about finding a price you can afford; it’s also about making certain you are appropriately covered so that you don’t end up insurance-poor if you do suffer a loss. And, if you have a billing or claim concern, or need to change your coverage, they will serve as your advocate, working with the insurance company on your behalf.
Our relationship with you does not end when you sign on the dotted line. Your insurance advisor will periodically review your coverage to ensure you have the right protection in every phase of your life or business. They are there to help you through all the changes in your life, whether you are going from renting an apartment to buying a home, starting a business, getting married, starting a family, renovating your home, or looking for ways to enhance your employee benefits package.