Check Out Our New Offices

We’re back up and running in our new offices at 775 Gardner Road. Please pardon all the moving boxes. We’re not quite settled in yet, but all the phones are on, computers are hooked up, and we’re ready to help you without interruption. Our new location is across North Main Street (Ohio 741) in Springboro, Read More

We’re Moving to Our New Offices!

As of Thursday, Jan. 12, we will be moving literally across the street to our new offices. You’ll find us at 775 Gardner Road, just across North Main Street (Ohio 741) in Springboro. The new office is located behind the old Max and Erma’s (now El Toro) restaurant. Please pardon any interruption in phone service or email Read More

6 Things You Really Need to Know About Credit Cards

Did you know that U.S. adults carry an average of $5,540 in credit card debt? That’s a significant chunk of change. Credit cards tend to get a bad reputation and if not managed properly they can certainly cause a significant amount of stress. However, when used responsibly, they can also enhance your financial life. Here Read More

5 Life Changes: When You Should Review Your Life Insurance

Life can change at the drop of a hat. Whether it’s meeting that special someone and tying the knot or finally getting that big promotion at work, it’s important to consider adjusting your financial plan, according to our partners at Progressive Insurance. Your plan should include life insurance. Here are five moments in life where you should Read More

Home Inventory — A Get Started Guide

A home inventory list can save you time (and stress!) if you ever have to file a claim, and apps like Know Your Stuff from the Insurance Information Institute make it really easy! Keep track of your belongings, as well as their value, and easily share that information with your agent to speed up your Read More