Please call us at 1-800-807-2282 for more information!
Thorough shopping, fresh ideas and comprehensive support.
Individuals & Families
long term care
Estate and Business Planning
We are committed to educating you in all aspects of HSA planning, compatible insurance, and banking arrangements.
Medicare Products and Services
One and One Consultation
Prescription Drug plans
Retiree Medicare plans
Long Term Care
Long Term Care Insurance provides you with financial independence in the face of one of life’s most vivid challenges. Alternatives to Long Term Care Insurance are also explored.
We challenge you to find a more capable, cost effective payroll system.
ERISA Wrap Document
Insurance companies do a good job of providing plan information, but the Department of Labor requires more. This document provides it. Complementary to our clients.
Premium Only Plan Document
Required by Federal Law for employees who pay for a portion or their own or insurance coverage. Our plan is provided at no charge to clients.