We offer Full service Insurance, Senior Products and Financial Planning, Long Term Care, Employee Benefits, and Medical Insurance.


With our knowledge and extensive experience, we strive to be the most reliable source for our clients insurance, retirement, and employee benefit solutions.


Our Team is lead by company founder Anthony Halby and his son Mark A. Halby, CFP®, AIF® and our wonderful staff.


We are a local business just like you. We understand the needs of you, our customer, and strive to be the most reliable source for your insurance needs.

Business Insurance
Health Insurance


  • Life

  • Health

  • Disability

  • Long Term Care

Contact us for an in depth analysis of your insurance needs, or simply use our quote and apply tool.

Financial Planning

Financial Planning

Bring your questions and concerns to our CERTIFIED FINANCIAL PLANNER™ Professional.
Senior Products

Senior Products

  •   Prescription Drug Cards
Standard Medicare Supplement plans. These products also available for those on Medicare but under age 65. Medicare Advantage products and prescription drug cards are also available.
Long Term Care

Long Term Care

Tax Qualified and Non-tax Qualified. Group and Individual. Partnership Plans. Comprehensive coverage for both Nursing Home and In-home care.
Employee Benefits

Employee Benefits

  • Medical

  • Dental

  • Vision

  • 401k and Retirment plans

  • Voluntary benefits

Tools to help you attract and retain employees.

Medical Insurance

Medical Insurance

Group and Individual. Defined Contribution Plans for small employers. Health Savings Account eligible plans.


Anthony Halby

Anthony Halby

Anthony is recognized in the prestigious publication “Who’s Who in America in Finance and Industry” He is a Past President of the California Association of Health Underwriters. He has also held various positions on the board of the National Association of Health Underwriters. Since opening his agency in 1971, Anthony has worked extensively with elected officials in both Congress and the California Legislature to enact laws to make insurance accessible and affordable. With degrees in both Marketing and Management, Anthony shares his expertise by teaching Continuing Education classes; including such complex topics as “Global Health Care Delivery Systems”. He holds licenses in both California and Nevada.

insurance customer

Mission Statement

We pride ourselves on our knowledge and extensive experience, and strive to be the most reliable source for our clients insurance, retirement, and employee benefit solutions.
Mark Halby

Mark A. Halby, CFP®, AIF®

Mark is a CERTIFIED FINANCIAL PLANNER™ certificate from the Certified Financial Planning Board of Standards. He also holds a Bachelor of Science Degree in Business Administration from San Diego State University. Mark has been in the Financial Services Industry for over five years and is committed to helping each one of his clients. He demonstrates his dedication to the Financial Planning profession and has been an active member of the Financial Planning Association since 2008. Mark remains very involved in the community and is a member of the San Diego State University Alumni Association as well as a member of the San Diego Regional Chamber of Commerce.