Our Qualifications

Bill Burkett has provided retiree’s with innovative solutions for their Estate Planning needs. Bill’s prompt and courteous service has allowed us to enjoy a reputation as a client oriented agency dedicated to providing quality Estate Planning solutions.

We have been working with individuals and businesses in Ohio and Florida for over 25 years.

We hold various professional designations, and qualified representatives are licensed to sell a variety insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.