Our Services

 
The Employee Benefits Solution™
 
The Benefit Market Analyzer™
Fully Insured Group Insurance Marketplace Analysis
  
The Employee Stability Factor™
Dangers, Opportunities and Strengths of Employee Retention
  
The Medical Cash Flow Maximizer™
Self-Funded Group Insurance Plan
  
The Executive Dollar Legacy™
Executive Compensation Planning Concepts
  
The Pre-Tax Arranger™
Section 125 Cafeteria Plans
  
The Self-Directed Retirement Process™

401(k) Plans and other Employer Sponsored Retirement Programs
  
The Executive Profiler™
Estate Planning for Business Owners
  
The Business Legacy Solution™
Business Succession Planning
  
The Global Compensation Communicator™
Total Employee Compensation Communication
  
The Senior Dignity Solution™
Long-Term Care Coverage
  
The Simple Solution Process™
Worksite Benefit Programs
 
The Compensation Safety Net™
Long and Short Term Disability 

 
The Convergence Zone™

       "Bringing it all together" 

        "Best in Class Fiduciary Support for Retirement Plan Trustees"

Individual 
  • Life
  • Disability
  • Medical
  • Mutual Funds
  • Annuities
  • Wealth Management  

Our Mission
 
We place our client's best interest first, above all other demands for our time and attention.  Our client's needs are not an interruption in our day but the purpose of what we do.

We will continually strive for excellence as good advisors and as a solid business roll mode, setting the highest standards in professionalism, ethics and integrity.