Our Services

While developing a customized insurance 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. We can help you execute a sound insurance program utilizing the following products and services:

Insurance and Financial Products

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Annuities
  • Full Insurance Brokerage Capabilities

Individual and Business Funding

  • Estate Conservation / Charitable Funding
  • Irrevocable Life Insurance Trust Audits
  • Executive Benefit Plans
  • Retirement Transition
  • Exit Strategy Funding

Personal Insurance Planning

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Insurance for Estate Tax Planning

Business Insurance Planning

  • Key Person Insurance
  • Business Continuation
  • Executive Benefits

Employee Benefit Planning

  • Group Health Insurance
  • Health Savings Accounts (HSA)
  • Healthcare Reimbursement Accounts (HRA)
  • Flexible Spending Accounts (FSA)
  • Self-Funded Insurance Plans
  • Group Dental and Vision Insurance
  • Group Life and Disability Insurance
  • Wellness Benefits
  • Employee Assistance Programs
  • Retirement Plans