Whom We Serve Businesses We help businesses grow their businesses by offering employee benefits, such as, group health insurance, life insurance, disability insurance, 401K plans. We conduct group meetings and provide on-going support. Families We work with families & individuals to establish a sound Financial plan that encompasses risk management as well as improve cash flow to pay for the necessities of life. We work with companies HR professionals Competitive auto & homeowners insurance rates, life insurance, disability insurance, long term care insurance. Human Resources Professional We work with companies HR professional in enhancing benefits by partnering to educate employees on Financial Wellness. Transition Services Women, Men, Businesses Divorce, loss of a partner due to death, restructuring a business can be devastating. We assist you in creating a financial plan that can help you get back on your feet.