Owner & President
Jeff Hamlin - Originally from Huntington WV, Jeff received a Bachelor of Business Administration degree with a Major in Finance from East Tennessee State University in 1997. Jeff started in the Insurance business in 1999. In 2010, he moved back to the Tri-Cities area. He currently resides in Bristol, TN with his wife of 23 years and their 2 sons.
Company Mission
We strive to provide our clients with the comprehensive coverage they need. We will our goals through knowledge of our industry that is second to none. Our hard work and dedication will provide our clients with peace of mind knowing their assets and their families are protected.
About Me
As a trusted advisor and partner to my clients, I provide them with customized solutions that address their wealth and risk management, retirement and investment planning, legacy planning needs, and health insurance. I create strategies that optimize their income, protect their assets, and minimize their taxes. I also offer virtual assistance and meetings, which allows me to serve my clients with convenience and flexibility.
We offer retirement planning and wealth preservation to professionals, solutions for tax deferment, and reduction of healthcare costs all for no up front costs or fees.