A Note From Cheri

The scope of my practice includes assisting financial service professionals, attorneys, CPA’s and their clients, as a premier Insurance Concierge.  The Advisor’s advisor.   This includes education, consultation and implementation concerning the most suitable insurance products such as Long Term Health Care Insurance, Disability Insurance, Medicare Supplements and Life Insurance. 

My mission is to help people make informed and wise choices about insurance products and services as it pertains to their overall financial plan. My philosophy is to serve people that have a need in a way that helps them to connect to right resources within their community, in a way that provides the education and information that is needed.  To empower and lead them to sound decisions which fosters and facilitates good business practices and proper stewardship of our resources.


I would like to take this opportunity to welcome you and thank you for taking the time to visiting my website.  I encourage you to take advantage of the tools and information supplied. They are designed to help you reach educated and informed decisions concerning insurance and the type of plans that may be appropriate for you.

We have organized pertinent information and interactive tools that will help you better understand Long Term Care, Disability, Term Life insurance and Medicare Health Plans.  Our goal is to assist you as you explore the potential financial ramifications with or without the integration of insurance within your financial plans. I invite you to take your time and explore this information at your leisure. After you have had time to review the information and work with some of our insurance Planning Tools, I would be happy to address any questions or concerns you might have regarding Long Term Care, Disability, or Term Life insurance; and Medicare Health Plans. If you have any questions, please feel free to contact me.  You can contact me by email or telephone at the numbers listed above.  I look forward to the opportunity to serve you.

Let's Get Started!