Mitch was very helpful, listened to my concerns and went above and beyond to give assistance and lay out several options. He answered my questions in a concise and easy to understand manner. I would recommend him to anyone wanting to get help with any of their financial needs.

In 2013, Brian and Tyler introduced us to critical illness insurance. After much consideration we decided to purchase a policy. At the time, we weren’t sure if it was worth the investment, because like most people, we didn’t think any of us would end up being critically ill. Earlier this year I was diagnosed with cervical cancer and we were grateful that we had purchased the policy. Tyler and Leslie took care of everything and ensured the policy process was stress free. Because we had the policy I was able to get the necessary treatment and recover without the added stress of worrying how we would meet our financial commitments while being away for work for an extended period of time. I can’t say enough about the great service and expertise we have received from Brian and his staff over the past 13 years.