Broker Check

Thank you for visiting our website. 

Since 1974 we have been providing services in the area of Insurance Management, Employee Benefits, Business & Estate Planning and Investments
& Wealth Accumulation. Our desire is to serve those people who are sincerely interested in "putting their affairs in order" and developing a meaningful
approach to their Personal and Business planning.

We invite you to review the services available to you and look forward to answering any questions you may have.

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Applying for Health, Dental, & Vision Insurance

Michael Steele

(CA License #0F85519)

ANTHEM Blue Cross

Blue Shield

Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Have a Question?

Name
Email
Phone
Question
Thank you! Oops!