Insurance & Financial Design

05/22/2026

Great news: our agency now offers Liberty Mutual Insurance for home and auto. Reach out for a customized quote and see if Liberty Mutual coverage is a good fit for you.

05/18/2026

What type of insurance do small businesses need? From liability, and property to business auto and workers compensation. Check out the basics to make sure you are thoroughly covered.

Insurers often combine a number of insurance coverages into a package that is sold as a single contract. The most common policy for small businesses is the Businessowners Policy (BOP). The BOP combines coverage for all major property and liability insurance risks as well as many additional coverages...

05/15/2026

We're proud to offer our Safeco policyholders 24/7/365 service through Liberty Mutual® Gold Service™. For any policy or billing questions, you can text or web chat with licensed service reps through the mobile app, 8 a.m. to 10 p.m. Eastern, seven days per week. Or, call anytime day or night at 866-472-3326.

05/13/2026

Shopping for home or auto insurance? We now offer Liberty Mutual and can create a customized policy that fits your needs. Contact us for a quote:

05/11/2026

Make sure you're ready when a heat wave hits. 7 steps to make sure you're prepared.

05/08/2026

Looking forward to the summer heat? Make sure you're doing all you can to maintain your AC units.

05/04/2026

Your roof protects you, so why not return the favor? Safeco makes it easy to maintain the health of your roof with this step-by-step checklist.

05/01/2026

One of the many benefits of being a Safeco policyholder with our agency is you can get your policy and billing questions answered immediately – day or night. We partner with Liberty Mutual® Gold Service™ to offer text or web chat with licensed service reps through the Safeco mobile app, 8 a.m. to 10 p.m. Eastern, seven days per week. Or, call anytime day or night at 866-472-3326.

04/29/2026

Thank you to all who voted! Honored to be voted Best Financial Planner in the Tri-County Area!

04/03/2026

April 15th is just around the corner, make sure you are not missing out on these tax deductions and credits for your 2025 tax filing.

Don’t miss out on these large tax deductions and credits

03/30/2026

After a shopping cart was blown 30 yards across a parking lot into a car is it comprehensive or collision coverage that will take care of it?

After a shopping cart was blown 30 yards across a parking lot into a client's car, the agent believes the windstorm damage is a comprehensive loss. The adjustor says the object is a collision loss because the object must be falling to be caused by a windstorm.