How We Work
Our first priority is helping you take care of yourself, your family and your business. We want to learn more about your personal situation, identify your dreams and goals, understand your tolerance for risk, and help you prepare for a sound financial future. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Let's talk.
Services We Offer
Licensed with major carriers
Individual Services
Life Insurance
Long-Term Care Insurance
Disability Income Insurance
Individual Health Insurance
Estate, Tax, and Charitable Planning
Securities
Mutual Funds
Variable Annuities
Retirement Accounts
Defined Benefits
SIMPLE IRA's
529 College Savings Plan
Business
Business Loan Protection
Business Overhead Insurance
Disability Buy-Out
Buy-Sell Funding Arrangements
Key Employee Insurance
Key Executive Benefits
Key Person Insurance
Deferred Compensation
Individual Disability Insurance
Split Life Insurance
Employee Benefits
Major Medical Insurance (self & fully funded)
Health Savings Accounts
Flexible Spending Accounts
Dental / Vision Insurance
Short-Term & Long-Term Disability Income Insurance
Accidental Death & Dismemberment Insurance
Long-Term Care Insurance
Group Life Insurance
Additional resources are available to us through other companies for the following services:
*Administrative Services
Electronic Employee Benefit Enrollment
Employee Onboarding
Human Resources & Administrative Services
Professional Employer Organization (PEO's) Co-Employment Alternative for established larger businesses
*Compliance
ACA Employer Reporting
COBRA Administration
ERISA
FMLA
Funder HRA
5500 Preparations
HIPAA Compliance
PCORI
Retiree Billing
*Third Party Administrators
Defined Contribution & Defined Benefit Plan Design
Top Heavy Testing
Actual Deferral Testing
5500 Preparations
*These additional services provided through third-party administers.