Broker Check

Products & Services

We provide assistance in the following areas:

Special Situation Planning:

  • Job change or loss
  • Relocation
  • Divorce/Loss of Spouse
  • Turning 65
  • Settlements
  • Monetary Windfalls

Business Planning

  • Group Health/Life/Disability/Dental & Vision
  • Key Man Insurance
  • Executive Compensation Plans
  • Cross Purchase Buy/Sell Plans
  • Succession Planning

Insurance

  • Life
  • Long Term Care
  • Health - Under 65
  • Medicare - all ages
  • Disability/Cancer/Critical Illness
  • Dental/Vision
  • Retirement Income Planning

Legacy Planning

  • Wealth Transfer
  • Inheritance
  • Charitable Gifting