Our Services

Individual Planning Strategies:

  • Retirement Planning
  • Annuities
  • Life Insurance
  • Disability Insurance
  • Health Insurance
  • Medicare health and prescription plans
  • Long Term Care


Business Planning Strategies:

  • Pension Planning (Qualified/None Qualified)
  • Deferred Compensation
  • Business Succession
  • Key Employee Insurance
  • Buy/Sell Agreements
  • Executive Bonus
  • Business Loan Protection
  • Group Health Insurance
  • Wage Parity complient plans
  • Medicare group plans
  • Group Disability


Medicare disclosure: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.