Under the direction of Stu Schell, Investment & Insurance Broker and Financial Advisor/Educator, we have been serving clients in Washington state for 16 years.
In learning About Us, you will discover we are actually all About You. Those people and those things you value the most, we protect by helping people just like you, get many different types of personal and business insurance. We also assist many to get "Safe Money" Investments, Tax Savings Plans. and the Tax-Free Retirement Savings Plan - the #1 choice among business owners, executives and managers.
For those who require expertise beyond ours, we are able to refer a fully vetted "Trusted Advisor" to meet your need.
We choose to serve you as an independent broker rather than being a "captive" agent actively working for an insurance company. Instead, we work on your behalf, without charging you for our services. This gives us the flexibility to shop among hundreds of companies to find you the very best value policies and plans that fit your unique situation.
That ends up being very good news for you, since we normally are able to save our clients 10-40% compared to brand name companies and usually "Full Living Benefits" are included at no additional cost as well. This translates into the form of hundreds to thousands of dollars in savings over the lifetime of a policy and much better financial protection in the case of a severe critical or chronic illness.
We have had the privilege of serving individuals and families, business owners and their employees. By taking the time to get to know them and their specific situations, we have come alongside them and become trusted advisors, and in many cases, friends. They have learned to trust us, knowing that we have their best interest in mind - the mindset and action of a True Fiduciary.
Read what clients have to say about their experience with us, knowing that you will receive that same type of service.
As a child, like many others, I learned the Golden Rule of Life that Jesus Christ taught: "Do for others as you would want them to do for you." That means serving others with love and respect, doing what is in the other's best interest.
As an adult conducting business, I continue to follow that Rule. Sadly, I've discovered what used to be common practice has become rare in business these days. For many, maximizing profit, by any means, rules the modern business world.
Even though it usually costs me money to continually "do what is in my client's best interest", it is the right thing to do.
That is my business philosophy and practice.
Our promise is to use our Y.E.S. Service and find you the "very best value" policies (factoring cost and benefits) available in an insurance or investment plan. If we don't and you prove to us within 10 days of purchase, we guarantee to refund 100% of the money you have paid.