Services We Provided
Financial Planning
Our financial planners will meet with you, one on one. With this level of personal attention, we can evaluate your current financial situation and devise a plan of action based on your goals. We deliver comprehensive strategies for your current and future financial well being.
Employee Benefits
We understand that servicing benefits can take away from the value-adding tasks of your company. Allow our benefits brokers to request quotes, help you select the plan that fits best for your company, enroll your employees, and continue to service those benefits for the remainder of the contract.
Individual Benefits
If you are seeking insurance or personal financial investments outside of employment, we offer individualized services... for all your insurance and investment needs. Including Term, whole, universal, and variable insurance policies designed to cover a premature death of individual and made payable to their beneficiary.
Accident Coverage, Cancer Coverage, Long / Short Term Disability Coverage, Critical Illness, Hospital Indemnity Coverage, Retirement Options...