About Us

Terry Shewitz

Preparing for that next step isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Our Commitment

From day one we have led the insurance industry by basing our business on the commitment to our clients and prospects by:

    ✔ Promptly responding
    ✔ Listening to their specific needs
    ✔ Focusing on personalization
    ✔ Responsive Customer Service

Our Mission

Our mission is to provide our clients with assistance in understanding and making the right decisions when it comes to insurance. We have the skills, knowledge, and experience to help meet our client's established goals. Our personal goal is to become a lifetime resource for our clients and give them greater confidence in choosing their insurance plan.