Financial Protection Plans for Individuals & Employers in Greenville & Beyond

Income, Identity & Legal Protection for SC, NC, GA & TN

A man is sitting at a table with a laptop and a little girl.

Protect What Matters-At Work & at Home

We help individuals and employers prepare for the unexpected. Whether it's disability, legal issues, or identity theft, our financial protection plans add a layer of support when you need it most-without overwhelming your budget.

Explore affordable coverage options that help protect your finances when life gets unpredictable.
A group of people are walking through a warehouse.

What's Included in Financial Protection

We help you choose plans that provide real value-whether you're buying for yourself or your team:

  • Short- & Long-Term Disability - Income replacement plans that protect against lost wages due to injury or illness
  • Identity Theft Protection - Credit monitoring & restoration services to help you stay ahead of fraud
  • Prepaid Legal Plans - Easy access to legal advice for common issues like contracts, landlord disputes, or family matters
  • Life Insurance - Term & whole life options for individuals or group coverage
  • Critical Illness & Accident Plans - Lump-sum benefits to help with medical bills or missed income after a serious diagnosis or injury

We'll help you weigh your risks, compare options, and choose the coverage that makes the most sense.

Two men are looking at a graph on a whiteboard.

Personalized Coverage

We review your needs-business or personal-and recommend plans that actually fit your lifestyle, industry, or stage of life.

Enrollment & Claims Help

Need help filling out forms or filing a claim? We're just a phone call away-and we stay with you through the entire process.

Multi-Carrier Comparison

We're independent, which means we shop from a range of top carriers and explain the pros, cons, and costs in plain English.


Bundle Opportunities
Many financial protection plans can be bundled with other services like group benefits or supplemental insurance for added savings.

How We Help Individuals & Employers

A calendar is sitting on a desk next to a laptop and a pen holder.

Who We Work With

We help:

  • Individuals who want financial security beyond basic health coverage
  • Employers offering group disability, life, or legal plans
  • Families looking to protect income & plan for the future
  • Small business owners seeking bundled coverage options
  • Anyone in SC, NC, GA & TN who wants smart protection without overpaying

Our clients range from solo entrepreneurs to growing teams across sectors like education, logistics, trades, and local retail.

A white door is surrounded by ivy on the side of a building.

Local Support with a Personal Touch

We're based in Greenville and serve folks in Mauldin, Greer, Fountain Inn, and across the Southeast. We take the time to explain each policy and walk you through how the coverage actually works-because peace of mind starts with knowing what you have.

FAQs About Financial Protection Plans

  • Do I need both disability and life insurance?

    It depends on your goals. Disability covers lost income during your lifetime, while life insurance protects your family if something happens to you. We'll help you decide what fits.

  • Can I buy legal or identity protection without an employer plan?

    Yes. We offer affordable standalone plans for individuals and families.

  • How are critical illness plans different from health insurance?

    They pay you directly-often as a lump sum-so you can use the money however you need during recovery (rent, bills, travel, etc.).

  • What if I already have some coverage through work?

    We'll review what you have and let you know if there are any gaps or overlaps. No pressure-just practical advice.

Explore Your Options Today

Let's Talk About Protecting What You've Built

A little planning now can go a long way later. We'll help you explore your options and choose financial protection plans that make sense for your life or your business.