What We Do

Communication and planning is the key to understanding the products we offer!  We promise to take the time necessary to work with you.  No pressure assistance is the only way you make the right choices for the ones you care for.  You are not buying a product but a solution.  It has to be right for you!  If you want to request a quote please feel free to contact us. 

INSURANCE PRODUCTS

  • Group & Individual Health Insurance
  • Group Dental Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Life Insurance
  • Short Term Health Insurance

RELATED PLANNING SERVICES

  • Business Continuation
  • Business Buy/Sell
  • Estate Planning
  • Charitable Giving
  • Life Insurance needs analysis

INVESTMENT RETIREMENT PLANNING/SECURITIES

  • SIMPLE, SEP, 401(k)
  • IRA's, Roth IRA's, IRA Rollovers
  • Retirement Accumulation/Distribution Evaluation