Your trusted insurance brokerage since 2002

Our expert brokers provide personalized guidance to ensure you have the best insurance coverage at the lowest cost.

4.9 out of 5 stars from 47 reviews

★★★★★ 4.7/5

We Specialize In

We specialize in tailored insurance and financial planning solutions, including health, life, Medicare, and disability plans, as well as business succession and key person planning.

Health insurance

Safeguards your financial stability by covering a significant portion of medical expenses.

Medicare plans

Grants access to a wide range of healthcare services, including preventive care, doctor visits, hospital stays, and emergency care, ensuring that both routine and unexpected medical needs are addressed.

Life insurance

Ensures that your family is protected from financial burdens such as funeral expenses, outstanding debts, mortgage payments and replacement of lost income.

Disability insurance

Provides income protection if you are unable to work due to an illness or injury.

Dental | Vision | Hearing plans

Provide specialized coverage for essential aspects of overall health that are not included in most standard health insurance policies

Supplemental plans

Provide additional coverage beyond what standard health insurance offers, helping to fill gaps and cover out-of-pocket expenses like copayments, deductibles, and coinsurance.

Business succession planning

This planning helps protect the business’s longevity and stability by clearly defining who will take over, minimizing disruptions, and preserving relationships with clients and employees.

Key person planning

Protects a business against the financial impact of losing a key employee whose skills, knowledge, or leadership are critical to the company's success.

Our Experience Is Your Advantage

Here is what our incredible clients are saying!

4.9 out of 5 stars from 47 reviews

★★★★★ 4.7/5

What we liked the most about doing business with you, Steve Pettit, was it mattered not how non-informed we were about HSAs or high-deductible insurance, or how many questions we asked, or even how long we took asking those questions and thinking about the information given. There was never any high-pressure selling on your part. Your patience with our cautiousness, and lack of knowledge, never diminished. Appreciate that!

Tom & Barb C.

My first day without my bank job and now I can focus on my business! The first thing I did was to send an email to Dave Ramsey to say how great you are at health insurance and that you have changed the lives of everyone in my family, my kids are happy beyond compare! Thank you for your help!

Michael B.

You and your group helped with the daunting task of making health insurance easy. You responded to my email very quickly and were patient with me while I obtained information. You presented me with options and then went over those options specifically to help me decide the best plan to take. It is the first time I feel like I truly understand and am confident in my health insurance plan. Thanks!

Kelly A.

Serving Clients Since

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Discover the Secrets of Time Management!

Are you tired of feeling overwhelmed by your never-ending to-do list? Do you struggle to manage your time effectively, leaving you stressed and unproductive? It’s time to take control of your schedule and unlock your full potential!

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Why choose us?

Knowledgeable Brokers

Expert Advice

Experienced support when you need it

Competitors

Inexperienced Brokers

Limited Plan Offerings

Support Staff with Limited Experience

Prefer to speak with an expert?

Speak with a licensed agent and get knowledgeable advice on choosing a plan that’s right for you.

With expert insurance advisors, you can get the coverage you deserve

For more than 20 years IQ Financial Group has been a dedicated partner in securing the best possible value for our client’s insurance needs. Our team of expert insurance advisors is committed to thoroughly evaluating your risks and understanding your unique needs, ensuring that you have the comprehensive coverage you need to protect what matters most.

Our mission is to provide you with personalized insurance solutions that align with your specific circumstances, all while delivering exceptional service every step of the way. With IQ Financial Group, you can trust that your peace of mind is our top priority.

Speak with a licensed agent and get knowledgeable advice on choosing a plan that's right for you.

More than 20 years of simplifying insurance for you

At IQ Financial Group, our goal is to make saving money on insurance quick and easy for everyone. With over 20 years of experience, we’ve been answering questions, guiding clients, and going to bat for them with insurance companies to ensure they get the coverage and service they deserve.

Prefer to speak with an expert advisor?

Speak with a licensed agent and get knowledgeable advice on choosing a plan that's right for you.

What's it Like Working With Us?

Step 1

Discuss your needs with an experienced broker or begin by completing our secure form so we can prepare quotes for all of your available plan options.

Step 2

Schedule a convenient time to get your questions answered and review your plan options.

Step 3

Be confident knowing you currently have the best plan option or get enrolled in your new plan choice.

Save time and
book a call with us.

Have a glance at the calendar to the left and select a good time for you.

Your trusted insurance brokerage since 2002

4.9 out of 5 stars from 47 reviews