Making it happen is Better.
David C Perry
Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
20+ years of experience in Life, Health, and Annuities
We will never recommend something for you unless we truly believe it is in your best interest.
- Life and Health Insurance
- IRA and Pension Rollovers
- Tax Deferred Annuities
- Financial Planning
- Estate Planning
Specialized Advisers providing Personalized Solutions. Our experienced team of professionals use state-of-the-art software to respond quickly to your needs.
Whether it's a routine question regarding your account, or a major change requiring an in-depth review of your coverages, you'll receive prompt, personal service.
You are encouraged to use any the information about our various products and services. You can obtain quotes on term life insurance in the privacy of your home.
Get estimates on what different amounts for various terms will cost you. Get information about Long Term Care, health insurance and medicare supplements. Annuities provide guaranteed safety of principal, higher interest, plus the option to participate in the market for potential growth and they have many advantages over bank CDs. Please feel encouraged to call or email us if we can assist you.