About Us
Headsail Financial is an insurance and investment advisor firm that protects income and assets from hire through retire. We are an independent fiduciary firm that is not tied to a specific company or product but has access to the broad universe of insurance and investment options with minimal limitations so we can provide unbiased, comprehensive solutions with no conflicts of interest.
Headsail is set up in two different firms. One side is an Independent Insurance Agency that is built for Income and asset protection. Most insurance agents are licensed through a particular insurance company as a captive or semi-captive agent. For example, if you go to a specific insurance company their job is to sell you a that particular companies policy. As an Independent Firm, we are able to find shop around for the best policy for your needs, whether that is Group Benefits, Life Insurance, LTC, Individual Health, Medicare, Annuities, etc...
The other side of the firm is an Independent Investment Advisory Firm and it looks more like your traditional managed money firm. So, if you own a 401K, you have Mutual Funds or ETF’s, maybe dabble in some stocks and bonds. We have a full-fledged investment advisory firm where clients hire us to actively manage their portfolio and provide solutions as a Fiduciary based on your risk tolerance, your needs and your goals.
Advisor/ Founder
Blair Erwin
Blair is an independent Insurance and Investment Advisor Representative with over two decades of experience in the financial services industry. He is committed to simplifying complex financial decisions and improving his clients' overall financial position and provide his clients confidence and peace of mind.
He was born and raised in the upstate South Carolina and married to his High School sweetheart. They have two amazing kids. Son who is in college in North Carolina studying finance and an older daughter who is out of school, married and who gave us two amazing grandchildren.
Blair has a National Social Security Association designation and has worked for some of the largest insurance companies in the country, offering every type of insurance coverage as well as investments.
