Byron Moore, CFP® and Mike Jones




As difficult as it is accumulating and growing the wealth that will fund your retirement and inheritance, there is also the unfortunate reality of risk along the way.  It would be wonderful if we lived in a world that didn’t require us to take protective measures to secure the value of our assets, but even the best laid financial plans are just one lawsuit, accident, illness, injury or death away from complete ruin.

To help reduce the risk of an unexpected financial crisis, we employ various types of insurance strategies to mitigate the damage to your long term financial stability.  Let us stress that we are not primarily in the business of selling insurance (though we do that).  Instead, we seek the protection offered to our clients by insurance and utilize this tool only when financially feasible and appropriate.

If you have questions about our protection strategies, or if you would like to schedule some time to discuss what role insurance may have in your personal financial plan, simply contact us today.

Have you met our team?

We have a wealth of experience
in the financial services industry.

Meet the team

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