Our Services

       

                      

We serve individuals and businesses in all areas of financial management, including:

  

  • Risk management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the appropriate policy for your situation.
     
  • Education funding
    Recommending investment* and accumulation strategies to help you pay for your children's education.
  • Employee and executive benefits
    Helping your business attract and retain qualified employees through benefit packages. 
  • Health Insurance                                                                                                                           Individual and Group insurance plans tailored to your needs and budget.  Medicare eligible?   We now offer access to Medicare Advantage, Part D Drug Coverage and Medigap coverage.