Our Services

We are an established leader in the financial community able to assist with:

Retirement and Investment Planning

  • Annuities (Living Benefits)
  • Estate and Trust Analysis
  • Retirement Preparation Strategies
  • Financial Strategies
  • College funding Programs
  • Wealth Transfer Design and Funding

Business Services:

  • Business Continuation Planning
  • Executive Fringe Benefits
  • Employee Benefits Programs
  • Credit Union and Non-Profit Executive Retirement Plans

Risk Management:

  • Life Insurance
  • Disability Income Replacement Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Medicare Benefits

Group and Individual Health Insurance:

  • Health
  • Medicare Basics: Benefits, Coverage Choices, Eligibility and Enrollment
  • Supplement
  • Part D Basics: Benefits, Coverage Choices, Eligibility and Enrollment
  • Medicare Advantage