Our history of educational outreach and advocacy - We have built relationships and our reputation through decades of educational outreach and service on the boards of statewide organizations.  We take great pride in having been instrumental in shaping policy regarding how services are delivered to families of people with special needs.

Our independence - As we built our practice, we came to realize that we could not meet our clients varied and unique needs by focusing solely on life insurance products.  In order to be sure our clients came first and to remain true to our professional code of ethics, our practice joined an independent financial planning and wealth management  firm, Shepherd Financial Partners. Here, as Certified Financial Planning™ practitioners  and investment fiduciaries, we can most effectively  serve our clients to plan for and pursue their financial goals.

Our Team – Many of our client relationships have lasted decades and our service offering has evolved along with our clients needs. Our multigenerational team is designed to provide continuity of service, in both your life and that of your children.