Planning Services


Individual Insurance | Investments | Planning Services | Benefits Through Your Employer

  • Planning for Children with Special Needs- We can help you take the necessary steps to provide a lifetime of quality care that your special needs child requires.
  • Planning for a Succession Plan for your Business- You have worked hard for your business and the right succession plan can help make your legacy what you want it to be. Whether you are selling to a third-party or transferring ownership of your business to a family member we can work with you, your accountant and your attorney to make a plan that works for you. Remember that the right succession plan can take several years to plan and put in place- don’t wait until it’s too late.

If we service your group’s plan you can contact one (link here) of our Client Service Managers to get details on your coverage.

  • Group Medical

  • Group Dental

  • Group Short Term Disability

  • Group Long Term Disability
  • Group Auto and Home Insurance

  • Group Variable Universal Life

  • Group Life Insurance

  • Group Vision





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