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Our Services

Want to create a future for you and your family, with the peace of mind that all the bases are covered? We've got your back. We offer a wide range of services to help you, your family, or your business in whatever financial goals you may have.

INDIVIDUAL & BUSINESS INSURANCE SERVICES

  • INDIVIDUAL AND FAMILY LIFE

       INSURANCE

  •  DISABILITY INCOME INSURANCE

  •  LONG TERM CARE INSURANCE

  • NON-QUALIFIED RETIREMENT

     PLANS

  • BUSINESS CONTINUATION &

     KEY-MAN INSURANCE  SERVICES

INVESTMENT and BROKERAGE SERVICES

  • FEE-BASED BROKERAGE

     ACCOUNTS

  • COLLEGE SAVINGS

  •  INVESTMENT PORTFOLIO

     MANAGEMENT

  •  QUALIFIED PLAN DESIGN

  •  PENSION PLANS -  401k

  •  IRA AND ROTH IRA

EMPLOYEE BENEFIT SERVICES

  • HEALTH INSURANCE

  •  PRE-TAX BENEFITS

  •  VOLUNTARY BENEFITS

  •  GROUP DISABILITY

  •  GROUP LIFE 

  •  BENEFIT CONSULTING

  •  PROVIDER ANALYSIS

FEE PLANNING SERVICES

  • COMPREHENSIVE FINANCIAL

      PLANNING

  •  ESTATE PLANNING

  • RETIREMENT PLANNING

  •  INVESTMENT CONSULTING

      SERVICES

  •  CHARITABLE GIVING PLANNING

  •  BUSINESS PLANNING

      SPECIALTIES        

  •  INDIVIDUAL FINANCIAL PLANS 

Ready to Get Started?
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