MEET THE Agency Owner

Hey, I'm Dave!


Dave O’Brien – your go-to financial maestro, unwavering in his commitment to shepherd you towards complete monetary peace of mind. With his proven track record, Dave has empowered countless clients to embrace life insurance, unlock the secrets of a tax-free retirement, and craft ironclad estate plans. Renowned for his tailor-made strategy, he demystifies the financial maze, granting you the perfect blueprint for a fortified tomorrow.

Help Pay Off Mortgages Earlier

Provide Income Later in Life

Pay for Funeral Costs

Protect & Preserve Retirement Savings

Create Your Legacy With Estate Planning

Coverage

Crafting extraordinary events tailored to your unique vision.

Term Life Insurance

Our affordable Term Life Insurance offers a death benefit for a specified term, ensuring your loved ones' financial stability in case of any unfortunate events.

Whole Life Insurance

Secure your family's future with our Whole Life Insurance, providing lifelong protection and a cash value component for added financial security.

Universal Life Insurance

Enjoy flexible premiums and coverage with our Universal Life Insurance, offering long-term protection and potential cash value growth.

Final Expense Insurance

Ease the burden on your family during difficult times with our Final Expense Insurance, covering funeral and other end-of-life expenses.

Tax Free Retirement

Discover Tax Free Retirement

The #1 way to grow a tax free retirement income

Here's what you get:

  • Safety from market risk

  • Unlimited tax free growth

  • Immediate access

  • Death benefit and living benefits

Are Your Retirement Savings At Risk?


If you are saving and investing money for retirement, and you are at all concerned with market risk and the safety of your money, watch this short video to learn about and understand the retirement contracts that guarantee lifetime income without investment risk.