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Happy July!
Welcome Brooke!
We are so excited to see Brooke Mayer join the CFI team as a Licensed Administrative Assistant!

Brooke joins us with a strong background in finances. She enjoys kayaking, camping, and spending time with friends and family. She has a 9 month old chocolate lab named Remi and is excited about her upcoming wedding.

Please help us welcome Brooke.


Thank You!

Thank you to all of our amazing clients for voting us #1 in Customer Service and #1 Insurance Agency. We love Delaware!



Summer Savings Tips
During the pandemic, many people learned how much money they could save—by not doing anything. Vacations were canceled, there were no fights about school lunch money, and all the usual entertainment hot spots were off-limits. But this summer? It’s a different story.

So now that people can spend the summer enjoying the pool, traveling to the beach, and having many family barbecues . . . it's time to keep a close eye on that wallet.
Here are 20 money-saving tips from Dave Ramsey to share with your staff...
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Small Business Support
We are here for you. As businesses are reopening and often re-staffing or restructuring, we realize that many questions can arise surrounding benefits. We are happy to help answer questions and connect you with the resources you need to succeed. Please don't hesitate to reach out to your Advisor if you have any questions or concerns.

When you succeed, we succeed.




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Spotlight: Part Of Your Team
As your business grows, you may have the need to recruit new talent. Reviewing your benefits package and making sure that you are in a competitive position is our job.

We can customize creative, affordable solutions for everything from medical, dental, vision, and disability coverage, to employee assistance programs, HSA and HRA solutions and more.

We hope our clients always consider us as part of their team.

How can we help you?

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A Message From Our CEO
Thank You Delaware!
As you read above, we were voted #1 Insurance Agency and #1 in Customer Service by the people of Delaware. We truly appreciate our clients and our community and want to thank you for voting! Congratulations to the other winners and businesses who strive every day to serve our community and make it better. Delaware is a special place and we are so grateful for our clients here and everywhere. Please go out and support your local businesses this summer!


740-363-5433