Brian Rothert

Serving the metro Raleigh area, I have over 20 years of financial planning ins addition to commercial & personal insurance experience.

Since 2008, we have grown our customer base to a thriving insurance and financial services business. We help business owners, families, and individuals with auto, home, life, disability, business insurance and general risk management, and investment planning services. We have a team of trained professionals that can provide guidance and excellent customer service. We endeavor to take a holistic approach to managing risk for individuals, families and business owners. Our core principle—Protect, Then Invest—ensures that your financial foundation is secure before pursuing investment growth. By prioritizing protection, we help reduce the risks of everyday life and provide peace of mind, allowing you to invest with confidence and stay committed to your long-term goals. The insurance products thru State Farm provides customers with a brand that has been trusted for over 100 years for financial strength and credibility. The products we use help to mitigate risks of liability/lawsuits, premature death, income loss due to disability, property loss, retirement and market risk. Our investment planning consists of utilizing our alliances, when appropriate, with some of the largest and well-known companies in the annuity and investment space.