FINANCIAL SOLUTIONS

Screen Shot 2014-07-24 at 2.54.56 PM

Just as each employer has different needs, so does each employee. Our team brings custom, unique relationships, with best-in-class insurance providers, for specialized services such as key man policies, life insurance, and small 401K option

As a part of our team’s comprehensive approach to serving our clients we provide assistance in a wide variety of areas.

Through our strategic relationships with best in class providers, our team can provide you with guidance on:

- Key employee insurance
- Small Group 401K plans
- Individual life insurance policies; Term, Whole Life, Survivorship, Universal Life, etc.
- Long Term Care
- Fixed Annuities
- Income Annuities
- Property & Casualty referrals

We help individual, businesses, employees find solutions that work for them. Let our get help ensure that you most valuable assets are protected – you!