Welcome to the family!

When you work with us, You're part of the family. Our team of professionals have years of experience in financial services. We can address your needs of today and for many years to come.

Shared Values

We operate our business with ethics and integrity; and as such, are prepared to guide you through life's transition.

     Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

The main building blocks in the protection of assets

Life Insurance 

 A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

BEST PRICE TERM/WHOLELIFE
GUARANTEED ISSUE

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Disability Insurance

Replaces the majority of your paycheck in the event of an illness  or injury   
True Own-Occupation

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Savings/Retirement

The appreciation of assets is the cornerstone of a sound financial portfolio

  • Money-Market Account
    • I.R.A. / Brokerage Account
    Annuities
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              The Power of Insurance

Insurance transfers  the financial risks from life's events to the insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. In addition, Insurance provides options to pay off debt, help with critical illness, and even create a legacy for your family and future generations. As part of our Professional Alliances with the major Insurance carriers, We have secured concessionary pricing, Which often times translates into significantly lower premiums for our clients. 
             Savings and Retirement

Striking a balance between work and retirement is just one of the aspects of planning. Managing your money involves more than just creating a budget. There are certain steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Remember time can be your best friend, or your worst enemy. 

 Waiting for the stars to align in making the decision to begin constructing your portfolio is never a good strategy. 

    Read Our Customer Testimonials

    Our clients are our partners and we can not imagine a better future for our company without helping them reach their objectives

    What a great experience to work with someone who puts my family's needs first.
    Judy T. 
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    Joe got us better coverage and saved us money at the same time 
    Marc S.
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    I figured I had a good grasp on my finances, but after working with FBB, they showed me what areas needed improvement. 
     Jen R.
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    Never thought of retirement at my age, but after realizing  just how  fast time flashes by, they showed me to plan early for optimal results
    Ron H.
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    Our Management team

    We're only as strong and as knowledgeable as our team. So here are the men and women which help our clients meet there goals and objectives.

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    Joe Rayo

    Managing Partner

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    Rodger J.Bell

    Executive Partner

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    Christine Zimerman

    Senior Partner

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    Jessica Davis

    Partner

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    We're Passionate about what we do!

    There are universal financial principles that are applicable to everyone. But each client is unique. Our goal is to provide the best solutions  for each individual, professional, and business owner.

    CONTACT

    Get In Touch 

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