Our Services

We serve individuals, families, businesses, the

medical, dental & health care professional

in all areas of Financial and Insurance Services and Products


Financial Seminars, Retirement Planning, IRA's,

Risk Management, Employee Benefits, 401k's,

Life Insurance, Annuities, Mutual Funds,

Disability Insurance, Long Term Care,

and Wealth Protection.


  • Retirement Planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Tax Management
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Estate Planning
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk Management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Education Funding
    Recommending investment and accumulation strategies to help you pay for your children's education.
  • Investment Planning
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. 
  • Employee and Executive Benefits
    Helping your business attract and retain qualified employees through benefit packages.


Life Insurance - Quality, competitively priced Life Insurance products, including permanent, term, combination and variable policies.


Investment Products & Services - Our Investment Products and services will help you achieve your financial goals at every stage of your life.


Annuities - We offer quality, innovative Annuity Products. Choose from deferred and immediate annuities at variable and fixed rates of return.


Long-Term Care Insurance - Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.


Disability Insurance - Protect against loss  of  earnings from an illness or  accident with a disability  income policy with Own Occupation Protection, a must for  all Doctors, Dentists, and Lawyers.