Eric D Sheldon

For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly. Life never stands still. It evolves, changes direction, and sets up new possibilities. That means your approach to financial security cannot be static either; because as your life changes, so do your needs and goals.

Perhaps you’ve saved some money, bought some life insurance or invested in the market.  But have you taken the time to examine your current financial situation to ensure that you are on track to meet your long-term financial goals? Do you know if what you are doing will take you to where you want to be?

That’s where we come in! Whether you are concerned about your own financial situation, that of your business, student loan debt, or providing for your family; our team will work with you to identify your financial planning needs. We will then assist in addressing those needs by blending a wide range of insurance and investment products and strategies. With you in the driver's seat, we will implement a cohesive and comprehensive plan that allows you to live the life you want with the peace of mind you deserve.