Our Services
Our objective is to help our business and individual clients with their insurance and financial needs.
We consult with businesses in the following areas:
- Health Insurance
- Dental Insurance
- Life Insurance
- Short-Term Disability Insurance
- Long-Term Disabiltiy Insurance
- Vision Plans
- Section 125
- Voluntary Employee Benefits
- Flexible Spending Accounts
- Retirement Plans
- Key person insurance
- Succession planning
- Buy-sell funding arrangements
We consult with individuals and families in the following areas:
- IRAs
- Roth IRAs
- 529 College Savings Plans
- Mutual Funds
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Health Insurance
- Annuities
- Brokerage accounts
- Managed money
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