Gold Standard Insurance Services

Atara is a derivation of the word Ataraxia which is an ancient Greek word defining inner balance and peace. It is generally translated as imperturbability and freedom from stress or worry. Fear of the unknown is one of the greatest sources of worry for most people. When we work together to design your financial plan, we look toward pursuing your goals and prepare you for life’s inevitable uncertainty. Having a financial roadmap helps you navigate change, plan for whatever may come, and take control of your future with more confidence. By understanding your options, and putting strategies in place, we encourage you every step of the way. When envisioning the future, Don’t just dream it, design it!

You Are Our Most Valuable Investment Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.