Carrol & Associates

At Carrol and Associates, we have been guiding our clients' financial futures for over 40 years. As the insurance brokerage arm of Fortress Mega LLC, we specialize in life insurance planning, asset allocation, and estate planning. Our commitment to providing expert insurance services has been unwavering since our founding in the early 1980s.

We are dedicated to building strong relationships with our clients, and we strive to understand their unique financial goals and concerns. Our team of seasoned professionals is committed to delivering personalized service and expert guidance to help our clients achieve their financial objectives.

Our Services

We offer a comprehensive range of insurance and financial services, including:

Life Insurance: Protect your loved ones with a life insurance policy that provides a financial safety net in the event of your passing.

Disability Insurance: Ensure that you and your family receive a steady income if you become unable to work due to illness or injury.

Long-Term Care Insurance: Plan for the costs associated with long-term care, such as home health care or assisted living facilities.

Annuities: Grow your savings with a fixed or variable annuity, providing a predictable income stream in retirement.

Life Settlements: Unlock the value of your life insurance policy through a life settlement, providing liquidity and financial flexibility.

Our team of experienced professionals includes:

Jon Erickson, President and CFP, who specializes in retirement planning and has a passion for financial planning.

Rob Thompson, Owner and COO, who focuses on life insurance planning, with a background in sales and a knack for creative problem-solving.

Tim Adkisson, Owner and CMO, who is an expert on Disability, Long-Term Care, and Critical Illness Insurance.

Steve Klein, LTCP, who has over 19 years of experience in the life and health industry, specializing in life, disability income, Medicare, and long-term care insurance.

Wenqian (Wendy) Wang, a broker at Carrol and Associates and founder of Operasset, providing tax-advantaged wealth accumulation strategies.

At Carrol and Associates, we pride ourselves on our commitment to excellence, expertise, and exceptional client service. Our goal is to empower our clients with the knowledge and resources they need to achieve their financial goals.