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How We Work

We provide a wide range of insurance, investment, and estate planning services and programs designed to serve your particular needs. Our clients are individuals, groups, private businesses, public employees and non-profit organizations. Our combination of evaluation, planning, design and implementation assures individually tailored programs that are comprehensive and competitive in today's market and represent the highest quality and services available.


Complete Insurance Review

Individual & Group Medical Insurance

Individual & Group Disability Insurance

Individual & Group Life Insurance

Life Insurance

Disability Income Replacement

Medicare Supplements

Cancer Insurance

Long Term Care Insurance

Dignity Planning

Survivorship Planning


Mutual Funds



401K Plans

Profit Sharing Plans

Money Purchase Pension Plans

Business Planning

Executive Bonus Plans

Buy/Sell Agreements

Key-Person Indemnification

Estate Planning

Estate Review and Planning

Retirement Planning

Qualified Plans

Non-Qualified Plans

Wills and Trusts (work with qualified attorneys and legal professionals)

Federal Estate & Gift Taxes (done by qualified CPAs)

Revocable & Irrevocable Trusts (work with qualified attorneys and legal professionals)

Charitable Giving Programs

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.
Please contact or 1-800-MEDICARE to get information on all of your options.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. 786-0752