As a full service insurance agency, we strive to help our clients obtain the best possible insurance coverage for the be best possible price. Most people need insurance -- but few people want to spend the time poring over every policy detail. We'll get to know you and your family's needs, and recommend a coverage strategy to fit your lifestyle and needs. Since we have relationships with a variety of insurance carriers, we can find policies that best fit your unique situation.
We are here to help you protect what you have worked hard to earn. Whether it's your home, farm/ranch, vehicle, business, treasured possessions or a combination of all these, we will help you learn how to get them covered correctly. Tell us about your situation and let us make a comprehensive recommendation. Our step-by-step process will help you know with confidence, that you are making the right decisions.
We offer competitive rates in all areas of insurance, including but not limited to: farm, ranch, crop, home, auto, workers compensation, commercial package, life, health, Medicare, accident, and long-term care insurance.
Our main office is located in Stuart but we have other offices conveniently located in Bassett, Atkinson, and O'Neill, where we are ready to work for you!
Community Wealth Specialists is an affiliate of The Tri County Bank.
Newsletters
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Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
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Asset Protection: Make Sure Your Umbrella Is Big Enough
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Car Affordability
How much can you afford to pay for a car?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.