Our Services



We serve individuals and businesses in all areas of Insurance, Employee Benefits and Financial Services including but not limited to:


Insurance Planning

Reviewing existing insurance policies. Developing insurance solutions such as Buy Sell, Final Expense, Pension Maximization, Succession Planning and more.


Medicare Health Plans

Free consultations to assist in chosing your Medicare Health Plan with annual follow up reviews to make sure you are in the correct plan for your needs.


Employee Benefits

We work with employers to establish benefit plans that help attract and retain key employees. Health, Dental, Disability, Life, HRA's, Defined Benefit Plans, Employer-sponsored plans, voluntary benefits, wellness plans, Self Funded, HR Solutions and much more.

Employer Sponsored Retirement Plans

401ks, SEP, SIMPLE Plans, 403b


Financial Planning 

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles and creating a plan to help you reach your goals.