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WE FINANCIAL TRUST & INSURANCE SRVCS.

Your family is your greatest priority. We help you protect them with coverage that provides:  Financial security

Protect What Matters Most: Health, Income, and Peace of Mind

We are dedicated to helping individuals, families, and businesses access affordable healthcare, insurance coverage, and retirement solutions. Let us guide you towards financial security and generational wealth. 

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Our Services

In a world full of unknowns, securing your health and financial well-being is paramount. We offer a comprehensive suite of solutions designed to protect you, your family, and your business through every stage of life.

Whether you're exploring ACA Healthcare options, navigating Medicare choices, or seeking specific protection with Medical & Hospital Indemnity, we've got you covered. Plan for the future with Life Insurance and Burial Expense coverage, and ensure daily well-being with Dental/Vision plans.

Safeguard against life's curveballs with policies for Critical Illness (including Cancer, Heart Attack, and Stroke) and Accidental Death. Protect your income with Disability coverage and prepare for future needs with Short-Term and Long-Term Care. Traveling soon? Our Travel Insurance has you covered.

For businesses, we provide robust Employee Benefits and customized Business & Retirement Solutions that help you protect your most valuable assets and plan for long-term success.

Our goal is simple: to provide tailored solutions that give you peace of mind, no matter what tomorrow brings. Let's build a secure future together.

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Health Insurance

In uncertain times, access to quality Healthcare isn't just a benefit—it's a necessity. We understand that finding the right health insurance can feel overwhelming, especially when your needs are unique. That's why we're dedicated to helping individuals and families like yours navigate the complexities, ensuring you get the coverage that truly fits your lifestyle.

And for our disabled community and those 65 and up, we specialize in Medicare options designed with your specific circumstances in mind. We believe everyone deserves the utmost care and support when it comes to their health. Let us simplify your search and connect you with the ideal plan, so you can focus on what matters most: your well-being.

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Business & Retirement Solutions

In today's unpredictable landscape, unforeseen risks can threaten even the most carefully planned futures, potentially jeopardizing both health and income. For employers, employees, and those enjoying their golden years, relying on income that isn't guaranteed for life leaves you vulnerable.

We specialize in robust Business and Retirement Solutions designed to protect what you've built. Whether it's safeguarding your company's most valuable assets—your people—or securing your personal income and health coverage for the long haul, we're here to help you navigate uncertainty. Let us show you how to build a future that's resilient, no matter what comes your way.

Plan Ahead
True legacy isn’t measured by what you leave behind, but what you build today.  Create your personal bank through cash value

Your Future to Health & Financial Security Starts Now:  Coverage for Every Life Stage

In a world shaken by massive layoffs, relentless downsizing, and the crushing loss of vital coverage, are you truly prepared? Your health and financial stability shouldn't be casualties of an uncertain economy. Now, more than ever, it's critical to fortify your future.

Whether you need rock-solid health coverage to weather any storm or powerful income opportunities to build lasting security, we're here to turn uncertainty into opportunity. Let's not just protect your tomorrow; let's make it undeniably better.

Maria helped me choose the right health insurance plan that perfectly suits my needs.
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Maria's Testimonial

Client Reviews

David's expertise in annuities has provided me with a stable income for my retirement.

David's Testimonial

Satisfied Clients

Sarah guided me through the retirement planning process and made it hassle-free.

Sarah's Testimonial

Happy Customers

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Life is unpredictable, but your family’s security doesn’t have to be.  Protect your loved ones from unforeseen financial risk

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