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We specialize in Finding the PERFECT Insurance and Financial Services for you, your business, & your family. Browse through our services below to learn more about the services we offer. Our Specialists and Affiliates can design a plan to fit your financial needs .We represent many companies, below are just a few.

Business & Self

Employee Retention

Business Retirement


  • Health Insurance

  • Life Insurance

  • Disability Insurance

  • Long Term Care Insurance

  • Medicare Supplement

  • Short term Health plans

  • Rx Choice Card

  • Key Man Indemnity (Disability and Death Benefits)

  • Business Continuation Plans

  • Buy-Sell Agreements

  • Christian Share plans/Non Christian share plans


  • Salary Continuation (disability or death)

  • Split dollar bonus

  • Group Life, Disability, Medical & Dental Insurance

  • Group Health Plans

  • Medicare Supplements

  • Med Advantage Plans

  • Part C Plans

  • HR Solutions

  • Tele doc

  • Pet Insurance

  • Retirement planning seminars

  • and many more, just ask...

  • Pension Plans

  • Profit Sharing Plans

  • Selected Executive Compensation

  • Simple IRA


  • Keogh

  • Retirement planning

Estate Services

  • Business Estate Planning

  • Estate Analysis

  • Conservation

  • Liquidity

Secure Retirement




  • M​utual Funds*

  • Access to Money Managers

  • Deferred Income, College Funding

  • Retirement Funding

  • IRA and IRA Rollovers

  • Fixed and Variable Annuities

  • Retirement Plan Distribution Strategies

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