Many people think of insurance as something that everyone just has to have. In some instances it is required by law. Other times it is simply the responsible thing to do. We can show you how the various types of insurance services can do so much more, and we can recommend the level of coverage that you need. And unlike some of those big-name insurance companies, we are real people serving other real people. We are independent insurance providers, delivering our services with a warm, friendly and consultative approach.

An Independent Insurance Broker

Because we are an independent operation, we have access to all product lines across many, many companies. That independence gives us the ability to shop on your behalf for quality, price, and custom specifications. We’re solving problems and building protection, with products selected just for you. Our comprehensive risk-reduction strategies can include:

Personal Lines

  • Home
  • Auto/Motorcycle/RV/Boat
  • Renters
  • Umbrella (Personal Catastrophe)

Business Lines

  • Professional Liability
  • Workers Compensation
  • Commercial Auto
  • Cyber Liability
  • General Liability
  • Property Insurance

Life & Financial Services

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Fixed Annuities
  • Income Annuities

We’re More Than Insurance Brokers

Some people come to the Insurance Services division of Athlon Advisors just for our insurance offerings — and you can, too — but you will soon discover that our other targeted services can benefit you in all areas of your financial life. Typically, your CPA isn’t guiding you toward decisions with an understanding of your insurance needs, and your insurance services provider likely won’t be thinking about big-picture financial planning. At Athlon Advisors we do! The structure of our business is based on that concept: a complete suite of services, coordinated by us to save you time and bring you more comprehensive solutions. We support our independent insurance services with:

  • Estate Planning
  • Charitable Giving
  • Income Planning
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Projection/Planning
  • Bookkeeping
  • Business Protection
  • Family Business Transitions

If you are an individual, a family or small business owner, we’re ready to discover and meet your needs.

Let’s Talk