Services and Products
We offer financial planning and insurance services for businesses and individuals.
Connecting Your Life to Your Goals and Dreams
As an independent broker, we can customize your financial solution to fit your needs and goals. We are not a one size fits all solution. We realize that each person and business is unique, so we tailor your financial and insurance services to help meet your goals, lifestyle and budget.
Services Provided For Businesses:
• Employee Ancillary Benefits: Accident, Hospitalization, Short Term Disability, Cancer Care
• Employee Group Health: Bronze, Silver, Gold, Platinum, Vision, Dental, Medicare
• Employee Retirement/Savings Plans: 401k, 403b, Mutual Funds, Annuities, Investment Plans
Services Available for Individuals:
• Health Insurance (Off Exchange): Bronze, Silver, Gold, Platinum, Vision, Dental, Long Term Disability
Life: Term, Permanent (Whole, Universal)
• Medicare: Supplement Plans, Advantage Plans, Medicare/Medicaid Plans (Medi/Medi)
• Retirement Planning
• Funeral and Final Expenses Plans