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Insurance Group

• Life & Disability Insurance
• Long Term Care Insurance
• Estate Planning
• Exectuive Benefit Planning
• Deferred Compensation
• Plan Design & Funding

Investment Group

• Financial Strategies
• Mutual Funds *
• Brokerage Services *
• Managed Accounts

Retirement Group

• 401K Plans
• Profit Sharing Plans
• IRA's, Simple IRA's, SEP IRA's
• Pension Plans
• Annuities
• Long Term Care Insurance

Employee Benefit Group

• Group, Health, Life & LTD
• Voluntary Employee Benefit Plans
• Cafeteria Plans
• Individual Health Plans

Our agency strives to provide quality financial services and effective benefits planning guidance to the personal, business and professional community.

"Putting the right amount of money in the right people's hands at the right times in their lives"