Our Firm

With representation in  Greenville, SC (the upstate), Wilmington, NC (coastal), and the Hendersonville/Asheville, NC areas of the Carolinas and with over 1,200 clients, we are proud of our growth and impact we have had in these communities in just five years since our incorporation.

• Member:  Better Business Bureau (Home office- Greenville, SC) A rating
• Member:  National Ethics Bureau
• Corporate volunteer for the Meals on Wheels non-profit organization.

We are partners with Dressander and Associates and Advisors Excel, two of the top marketing organizations in our industry with combined sales of over $3.1 billion in 2010.

We represent and offer solutions  through over 50 finance and insurance companies :

• ING
• Allianz
• Security Benefit Life (Guggenheim Partners)
• Mutual Of Omaha & United Of Omaha
• TransAmerica
• American Equity
• Pacific Life
• Aviva
• Great American
• Lincoln Financial
• MetLife
• AXA
• Genworth
• Hartford Life
• MONY
• Nationwide
• NorthAmerican
• Sagicor
• SunLife
• ....and more.