Products and Services

My focus is helping you improve your quality of life through financial peace of mind. I offer a wide variety of products and services to help you solve today’s personal and business financial problems and to prepare for the future. I can help you maximize the value of your employee benefits or find individual health insurance if that makes more sense. We offer the full range of health insurance benefits for businesses or we can design a full range of employee benefits including dental, vision, life insurance, short and long term disability plans, accident insurance and retirement plans.

As a broker, we have access to the full range of benefits for your employees and my only interest is ensuring that you have the best value plan for your budget.

Health Insurance

  • Individual Plans
  • Group Plans-Discount for Non-Smokers
  • High Deductible, Low cost plans
  • Premiums as little as the price of a latte per day
  • We enroll on-site, at your business

Financial Resource Analysis

  • Life & Disability Income Insurance Needs  
  • Budgeting and Cash Flow Study

Retirement Planning 

  • Retirement Needs Analysis
  • Tailored Retirement Programs
  • Long Term Care Insurance

Tuition Funding Programs

  • College Costs Analysis

Estate Analysis

  • Hypothetical Probate Analysis
  • Tax Reduction Strategies
  • Charitable Giving

Business Continuation Planning

  • Funding Option Analysis
  • Buy - Sell Strategies
  • Family Business Succession Planning
  • Key Person Insurance

Executive Fringe Benefits

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Employee Benefit Program

  • Life and Disability Income Insurance
  • Payroll Deduction Plans
  • Non-Qualified Retirement Programs