Whom We Serve
WHOM WE SERVE
Families
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.
Human Resources Professional
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.