Our Services

While developing a customized employee benefit package or an individual financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound benefit package or financial program utilizing the following products and services:



  • Employee benefit packages
  • Self-Funded / Level Funded plan designs
  • HR Service assistance
  • Individual health insurance
  • Group or individual life insurance coverage
  • Group or individual dental, vision and disability insurance
  • Annuities/Retirement Income Planning
  • 401(k) plans specializing in small groups
  • Business Continuation and Key Person insurance plans
  • Medicare Insurance Planning