Broker Check

Our Mission

Calculate Your Risk Score

Riskalyze quantifies the semantics of our industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain. It then helps us build an investment strategy that matches your Risk Number and chart a clearly defined path to your goals.

FIND YOUR RISK SCORE

What People Are Saying

What People Are Saying

"Kris is quick to respond, helpful and provides great customer service! We'll be saving money on insurance for our house, cars and camper. We're glad to get our retirement accounts consolidated and start planning and projecting for the future too."

Melissa P.

What We’re All About

What We’re All About

This is what we do...

We work all our lives to provide for ourselves and family and while doing so hope to save up enough to one day be able to say "I'm retired!" Along the way, there are risks that need to be accounted for and protected against: the risk of dying early, becoming disabled, sustaining a loss or damage to our major assets, needing advanced care from a nursing home or seeking care inside the home. This is what insurance is for. It provides peace of mind to us as we travel down our path in life. We are here to help you navigate down your path.

With over 20 years of experience in the financial services industry, we feel that we can be of great service to you. Being an independent agency, we have the ability to access several companies for your needs which allows us to offer you great rates on the solutions we find for your particular needs!

Our mission, in accordance with our Christian faith, is to "serve one another, humbly in love" as Galatians 5:13 states. We look forward to the opportunity to serve you!

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

How We Can Serve You

Disability

Disability

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Long Term Care

Long Term Care

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Investing

Investing

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Estate Planning

Estate Planning

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Tips and Resources

The latest topics in our library to Inform and Inspire.

The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
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Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?
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Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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Our Team

In the Dark? Ask Us a Question!

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