Creative, Competitive Solutions To Your Employee Benefit Needs

Individual Investment Advice

Solutions for Individuals

We provide old fashioned service focused on understanding your needs, concerns and objectives. Whether you’re considering what level of insurance coverage you require or need detailed investment advice, our specialists will give you the individual attention you deserve.

It doesn’t cost anything to ask, and if you don't ask…
you’ll never know!

Individual Health Insurance

Individual Health Insurance

How can you get the best deal on individual health insurance? Let us help you navigate the new health care marketplace.

Learn More...

Life Insurance

Life Insurance

What kind of life insurance is right for you? Learn more about the important differences between term and permanent life insurance coverage.

Learn More...

Medicare Plans

Medicare Plans

Choosing the right Medicare Plan that is right for your needs and understanding your Medicare Plan Options.

Learn More...

PlanEnroll: Medicare Shopping Tool

Medicare Plans

Find Medicare plan types and Medicare quotes in your Area.

Get Started

Disability Insurance

Disability Insurance

We think nothing of insuring our cars, homes and valuables. But many overlook our most valuable asset …our income.

Learn More...

Income Tax Services

Income tax Services

Get a full range of income tax preparation services and solutions by a seasoned tax professional.

Learn More...

Long Term Care Insurance

Long Term Care Insurance

Provides the assistance you need when a serious illness or disability renders you unable to care for yourself.

Learn More...

Dental and Vision Plans