We were founded with a focus on protecting client assets. We always put the client first and provide a variety of carrier options that create custom solutions.

Read More


Why trust anyone with your retirement future? Your agency has the experience and support staff to reach your future goals. We build customized solutions for all clients.

Read More


Protecting assets you have already earned is critical. we offer a number of life and health insurance options to protect you and your family. We'll help with property insurance too.

Read More

Rich prides himself on individual attention to each of his clients. That personal touch makes Rich stand out for clients who really want someone who listens to them and then develops strategies for them to follow. Rich personally returns client phone calls within the same day. He looks forward to face to face visits whenever his clients need his counsel.

Rich and his wife Dayle, an oil painter, live in Chicago along with their Great Pyrenees dog Candy. Rich is also a Credentialed Minister through the Universal Life Church who is an officiant for weddings and funerals.

Rich truly believes in the value of insurance products and as a broker he offers many different companies to fit the particular needs of his clients. Rich partners with estate planning and elder planning attorneys, CPA’s and accountants, and various field marketing organizations whenever he needs a particular product. So even though his company is a sole proprietorship, Rich has a vast array of knowledgeable experts to call on when he needs help.


Multiple Certifications

Numerous Carrier Options

Award Winning Service



There are many places to get help with your retirement planning. If you’re a do-it-yourself kind of person, or you’re just looking for some basic guidance, you can check out online resources to learn the basics (you’re off to a good start!), and enter some of your numbers into some online calculators to see where you stand.

Download my Retirement Roadmap today!

Download Now