We spend the time to educate you on all of your financial planning and investment options to support our recommendations, so you feel more confident. We also offer the E-money Wealth Management System to our clients.
We offer the highest level of Financial Planning with personal service and an independent view.
Wonder if your money is working for you?
We’ll review your entire portfolio and show you just what is happening, and what should be happening.
Not sure what you have where? Are you getting the most out of your investments? We can help answer those questions.
We tailor your insurance to fit what you need and want, not what the insurance companies think you should have.
401(K), 403(B), PENSION, AND PROFIT SHARING
CAFETERIA PLANS – SECTION 125
DISABILITY PROGRAMS (STD & LTD)
INSURED AND SELF-FUNDED HEALTH PLANS
CONSUMER-DRIVEN PLANS (HEALTH SAVINGS ACCOUNTS, HEALTH REINBURSEMENT ACCOUNTS)
GROUP LIFE INSURANCE
EMPLOYEE ASSISTANCE PROGRAMS