Our Process


Insurance products and services have become more complex over the years since we began operations. Our goal is to simplify this process and help you choose the right products for your situation. We have no ties or quotas with any vendor.

Would you like to see a market review of your employee benefits? Ask us.

Are you saving enough for your comfortable retirement? Ask us.

Do you have adequate and the right kind of life insurance? Ask us.

How much disability income coverage do you really need? Ask us.

Have you considered the need for Long Term Care to cover nursing home or stay at home assistance? Ask us.

We can provide advice and products for:

  • Retirement plans, including 401(k), Pensions and IRAS.
  • Health Insurance including group and individual.
  • Life insurance for you or for your firm.
  • Long and short term disability coverage.
  • Dental and vision coverage.
  • College Planning/529 plans.
  • Long Term Care Plans.