Thank you for visiting our website. 

If you are not familiar with our company and this is your first contact with us, please know that we would be happy to hear from you.  We're always glad to discuss your needs and answer questions to see if we can help in any way.

In brief, you should know the following about us: Richard and Kim have over 60 years of combined experience and are responsible for providing outstanding insurance products and service. Our specialties are all types of health insurance including ACA and Medicare as well as financial services such as retirement planning and annuities. 

We are located at 106 Avon Street, Monroe NC 28110 off Skyway Drive.​​​​​​​

​​​​​​​(704) 225-8177

Financial health is about taking control of your life and knowing that your hard work is going to secure a better future for you and your family. Call us today and see if we can help you in any way.

106 Avon Street  /  Monroe NC  28110 / (704) 225-8177