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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Business Services

  • Group Health* & Life Insurance
  • Retirement Plans
  • Group Disability Income Insurance(Short & Long Term)
  • Section 125 Cafeteria Plan
  • Employee Benefit Programs
  • Retirement Plans for the Business Owner
  • Business Continuation Strategy
  • Key Person Insurance
  • Qualified Pension & Profit Sharing Plans
  • COBRA Administration
  • Benefit Need Analysis
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Employer Services

Claim Resolution
We help guide your employees through the claims process, when their attempts to resolve claim issues are unsuccessful.

Benefit Clarification
If employees are unclear about specific benefits, we can help clarify them.

Physician Search
In the managed care environment, an important element in the decision making process revolves around the physician network available through each carrier. We are able to assist our clients by generating a computerized report showing specific physician participation with various carrier networks.

Compliance and Health Reform Education Center

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Individual Services

  • Asset Management
  • Risk Management
  • Estate Conservation Strategies
  • Disability Income Insurance
  • Life & Health Insurance
  • Long Term Care Insurance
  • Retirement Planning
  • Tax Saving\Reduction Strategies
  • Alternative Investment Products
  • Educational Funding Strategies
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  610-238-9900