Whom We Serve

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.  

We work with families and individuals to establish a sound financial plan that encompasses risk management as well as improving cash flow to pay for the necessities of life. We offer competitive auto and homeowners insurance rates, life, disability and long-term care insurance products to fit your needs.

We work with company HR professionals to help educate their employees’ understanding of company benefits through our Financial Wellness Program. This program is designed to help educate employees understanding of their 401k benefits and their healthcare benefits available to them from their employer.

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.