Our Qualifications

We have broad experience in working with individuals and businesses in the various communities we serve.

Our agents have extensive personal and professional backgrounds and experience to assist in retirement planning, health insurance, and college funding & planning.

We hold various professional designations, and our qualified representatives are licensed to sell a variety of investment and insurance products. We are also licensed in Real Estate, and Certification as a College Planning Advisor.

John Tillotson - CEO and lead consultant in all areas of our business. John has owned and operated several small businesses. John is a graduate of Norwich University with a Bachelor of Science Degree in Mechanical Engineering. His knowlege of finance and respect for maintaining sound principles in managing a business has proven to be very valuable in assisting the small business community in preparing for success and providing the resources for business owners and employees to save for retirement. Additionally, John has knowlege of college funding and planning techniques and has been certified as a College Planning Advisor by College Funding Solutions, Inc.

Howard Farkash - Professional lead consultant on health insurance for all ages and for group insurance servicing the small business community. Howard is a graduate of the University of Illinois with a Bachelor's Degree in Business and an M.B.A. from the University of Dallas with a focus on finance and marketing. He was part owner of a manufacturing business in the 1980's and 1990's. In 1998, Howard developed a life and health insurance agency specializing in benefits for people who do not get benefits through their employer. Howard focuses on asset preservation, safe money management, and promotes positive tax planning strategies. Howard is an expert consultant helping the small business community provide health insurance protection to employees and tax savings for the business owner.