Our Qualifications

A wealth of information and experience accumulated over 38 years in the industry of financial planning and insurance.

Offering a multi-talented, multi-disciplined approach. Experience and planning expertise to secure both individuals and business owners:

**Formal education in:

Financial Planning

Risk Management

Life Insurance

Fixed annuity and insurance based Investments

Practical case experience/design in:

Financial planning

Estate planning

Insurance and risk management

Our believe, sound financial informed decisions. A diligent process of research, state of the art analytical tools. We craft a plan, chart a course and put it into motion. 

Rodger Burskey