(941) 486-0305

some of Our trusted partners:

James Ball Insurance, Inc.

Your local insurance agency. 

how can we help you?

Retirement Planning

Ask us about tax free retirement planning. It isn't just about how much money you have in retirement, it's about how much you get to keep. Contact us today and we will help you safely provide for your family​'s future.

Employer Sponsored Health Insurance
Looking to provide insurance to your employees? We are with you every step of the way, looking out for your best interest.  

There are supplement plans, advantage plans, Part A, Part B and most people don't understand the difference between each. We want you to be as educated as we are about the right decision and the right plan that best fits your needs. Everyone is different and everyone needs a plan specific to them, we'll help you find that plan. 

Life Insurance

There are many uses for life insurance,

some of which are:

- It's a tool to protect your family from any significant losses if you were to die prematurely 

Mortgage protection

Income replacement

​Final expenses

- College funding

- Life Insurance can also be used in the work setting

Buy-Sell agreements

Key person replacement

Individual / Family Health Insurance
Don't try to navigate through the marketplace on your own. We'll guide you to a plan that best fits your needs.