About Us

At Royal Oak Insurance Agency we aim to satisfy the needs of our client’s goals and objectives creating long lasting relationships. We know everyone has different needs and life aspirations, so we provide customized experiences to everyone. We are here to secure, prepare and help you thrive now and in the future.

We use a broad range of insurance products to provide services to achieve the goals most essential to you and your loved ones. We have access to all major insurance companies, which provide products including Long Term Care, Disability, Fixed Annuities, Index Universal Life, Whole Life, and Guarantee Universal Life.

 

Our wealth management tools cater to your needs via different insurance vehicles.
If you are seeking tax relief, we can help with tax deferred investment strategies and structures.

We can tailor retirement planning, so you are set later in life.
We can facilitate 1035 exchanges allowing tax free transfer on policies.
Your family and loved ones are of primary importance. We can help to protect them via life insurance, estate planning, and wealth transfers.
Personalization, relationship building, and prioritization of your needs are what drive us. You are unique so we cater to you and your specific needs. We are here to help you.
Our corporate clients enjoy our innovative approach where we help protect their business
interests and create tax advantages while using the same relationship building approach that our individual clients enjoy.

We would be pleased to meet with you virtually or in-person to further explore your needs and determine how we could be of assistance in achieving your goals.