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. We can help you execute a sound financial program utilizing the following products and services:

 

 

  • Group Products - Medical Insurance & Supplemenal, Life, Accidental Death/Dismemberment, Short & Long Term Disability, Dental, Cancer, Intensive Care, Hospital Indemnity & Long Term Care
  • Executive Benefits - Key Man Life & Disability Protection, Deferred Compensation, Executive Disability Protection & Business Overhead
  • Retirement Program- Simplified Employee Pension Plans (SEPS), Individual Retirement Accounts (IRA), Tax Sheltered Annunities (TSA), Qualified & Non-Qualified Plans
  • Estate Conservation