How I Help My Clients...

We serve individuals and businesses in all areas of financial services, including:

  • Risk Management - Life insurance, disability income insurance, long term care insurance, individual health insurance and estate planning.

  • Wealth Accumulation Services - Mutual funds, managed accounts, fixed and variable annuities, traditional and Roth IRAs and college education planning.

  • Business Continuation - Buy-Sell funding, disability buy-out, key employee insurance, business overhead insurance and business loan protection.

  • Executive benefits - deferred compensation, bonus plans, split-dollar plans, executive carve outs and selective executive retirement plans.

  • Qualified retirement plans - 401(k) and Individual 401(k), profit sharing plans, defined benefit plans, SEP IRA, SIMPLE IRA.

  • Group Benefits - Medical, life, vision, dental, long & short term disability plans, multi-life long term care plans and voluntary benefits.
  • Financial Wellness -