Services for Business Owners

Employee Benefits

Health Insurance, Group Dental & Eyecare, Group Life, Group Disability

Pension, 401k, TSA, Investment Education Compliance, College Savings Plans

Executive Benefits

Key Employee Retention Plans, Personal Financial Planning, Business Overhead Protection

Business Continuation Planning, Income Protection, Tax Deductible Long Term Care Plans

Services for Individuals

Insurance

Life Insurance, Disability Income Protection, Long Term Care Insurance

Estate Planning, Special Needs Planning

Investments

College Savings Plans, Retirement Planning, Roth & Traditional IRA's

Mutual Funds, Fixed & Variable Annuities, Unit Investment Trusts