- Service & Staff
- Date & Time
- Your Details
Select a service
IFR - At Our Office (90 min)
During this complimentary Insurance and Financial Review (IFR), one of our staff will review your policies with you, discuss your short term and long term goals, and help you and your family manage the risks of everyday life.
IFR - At Your Location (90 min)
This session is identical to the IFR at our office. Select this session if you would like to meet with us at your home or place of business.
IFR - Web Meeting (90 min)
This session is identical to the IFR at our office. Select this session if you would like to meet with us virtually over the web.
SSR - At Our Office (60 min)
During this complimentary Social Security Reviews (SSR), one of our staff will review your options available with Social Security and discuss how these options fit in with your overall retirement needs.
SSR - At Your Location (60 min)
This session is identical to the SSR at our office. Select this session if you would like to meet with us at your home or place of business.
Mon9:00am - 6:00pm
Tue9:00am - 6:00pm
Wed9:00am - 6:00pm
Thu9:00am - 6:00pm
Fri9:00am - 5:00pm
Insurance Check Up
Jun 21, 2016
WOW... we get roadside assistance for our cars with our State Farm Insurance. Didn't realize that until I took the time to go over my insurance coverage. We have been a state farm client for 12+ years but who has time to do an insurance check up? We saved a few dollars by cut out a few things we didn't need any more and made sure our family and our property is well protected. Well worth it the time. Thank you Xan.
Cashing in some dividends on Whole Life policies
May 31, 2016
Excellent job by Xan who explained everything we needed to know while cashing in just enough dividends for what expenses we needed. Our policies are still in force and we are very happy with his service.
Apr 9, 2016
Xan took as much time as needed and answered all our questions concerning our homeowners and umbrella policies.
Jan 31, 2016
Xan is knowledgeable and very, very, very, very, very, very, very, very, very helpful at every turn. Thank you
Jan 19, 2016
I have been a client of Xan's since he first acquired the agency; he and his staff have always been very attentive and helpful with all my insurance needs. Most recently, I spent time with Danielle who was able to answer my questions or refer them to the proper party...once again, a very positive experience with this great local State Farm team!