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FINANCIAL SERVICES

Knowledgeable Preparation & Experienced Stewardship

We know you’re looking for someone to do a lot more than sell you a policy or two. With a wealth (get it?) of financial services to offer, we can help you protect your present wellbeing and your financial future. Let our dedicated professionals help you get the solutions you need to take the worry out of life’s what-ifs.

Our team has over seven decades of combined experience in the insurance industry. We can put this experience behind you to help you navigate every one of life’s twists and turns. Through our financial services, we can help you protect your most valuable assets – your health and your family – with top-tier solutions.

You work hard for your money. But what would happen if you were no longer able to do so? Disability insurance is income protection for yourself and your loved ones. If you suffer from a disabling injury (it happens more than you might think – almost one in five Americans has a disability!), this insurance can help you maintain your quality of life.

Not sure which life insurance policy is right for your family? We can help. We sell you insurance the same way we would ourselves, and are here to help you understand your options. At the end of the day, we want you to be able to rest easy knowing you’ll be able to protect your loved ones, even after you’re gone.

Health insurance is complicated. Let us take the headache out of it! We’re well-versed in marketplace changes so we can guide you to the right policy at the right price. Protect the health of your body and your bank account with a policy from Wheatman Insurance.

We’re living longer and longer. While that’s great news, it can complicate things later in life. That is, unless you have long-term care insurance. This coverage will step in to help cover the cost of care you need in your golden years, ensuring neither you, nor your family, feel financial strain if you hire in-home care or make the move to an assisted living facility.