About Us

Tom and Sherri are passionate about helping folks transition into retirement as seamlessly as possible. By educating and advising you on your options for Medicare and safe retirement strategies, they simplify your retirement. They are long-time residents of Helena, Alabama, have been married for over 30 years are proud parents and grandparents. Tom and Sherri enjoy family activities with their boys and grandkids, cooking, watching college football, and traveling.


Welcome to our website. We handle all types of Medicare Plans and have safe money options to help you meet your retirement income needs. We are committed to providing our clients with highly personalized service.

Our objective is simple: To identify and help minimize your exposure to risks in retirement. We accomplish this with an emphasis on quality coverage, competitive premiums, and overall simplification of insurance matters.

Our approach is direct: To analyze your complete insurance needs, design a responsible protection program, and recommend insurance that is cost-effective and designed for your individual situation.


Why choose us?

Where you choose to purchase your insurance protection makes a difference. Two key reasons to choose us over others are:

  • our commitment to customer service, yes, even after the sale, and

  • our approach of helping you fit insurance coverage to your needs and not just buy a policy.

We’re proud to serve families and businesses of all sizes for multiple generations. We look forward to the possibility of serving you.