Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.




Partnering with an array of well respected insurance carriers, our products portfolio includes:

  • Life Insurance
  • Retirement & Estate Planning
  • Long Term Care
  • Short Term Disability
  • Long Term Disability
  • Business Overhead Expense Insurance
  • Health Insurance 
  • Health Savings Account (HSA)
  • Medicare Part D- Drug Program
  • Medicare Provider Program
  • Dental Insurance

In addition to our products we provide services and expertise in:

  • Human Resource Support
  • Strategic Planning
  • Corporate Profitability
  • Building the Employee Partnership
  • Plan Renewal and Design
  • Policy Interpretation
  • Employee Communications
  • Enrollment and Implementation
  • Compliance

Our strong market presence and respect among carriers and vendors provides us with leverage and negotiating power unsurpassed by other brokers.  Based on your needs, we offer policies from the top-rated carriers throughout the industry.

Rarely seen in today's market, our senior management, owners and partners are actively involved in the day-to-day activities of our clients.  We are a partner and fully vested in protecting you, your family and your business.