If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

Disability Insurance

We provide disability solutions for white collar companies of all sizes. Disability is the foundation of every financial plan.

Guaranteed Issue Disability Insurance

Implemented in a white collar company setting. This is a benefit program that provides supplemental disability coverage in the form of individual disability insurance policies to employees. The coverage is fully portable.

Group Disability Insurance

As part of a Guaranteed Issue offering, we will review your existing group disability insurance policy to better understand the coverage and identify which employees have a shortfall in coverage. We can also implement a new group disability insurance policy if needed.

Life Insurance

We provide life insurance solutions for white collar companies of all sizes.

Guaranteed Issue Life Insurance

Implemented in a white collar company setting. This is a benefit program that provides supplemental life insurance coverage in the form of individual life insurance policies to employees. The coverage is fully portable.

Group Life Insurance

As part of a Guaranteed Issue offering, we will review your existing group life insurance policy to better understand the coverage and identify which employees have a shortfall in coverage. We can also implement a new group life insurance policy if needed.

Life Insurance For Estate Planning

Executives and equity compensated employees may acquire significant wealth throughout their career. Depending on their state of residence and scheduled upcoming changes to the federal estate tax threshold at the beginning of 2026, many executives could be subject to state or a federal estate tax.

Using life insurance as a tool to mitigate taxes is a strategy that is often used. Even if your net worth does not currently exceed these limits, locking in convertible term life insurance at a younger age and while in good health is an effective way to start planning.

Traditional Benefits

We provide the benefits that your employees expect including Health Insurance, Dental Insurance and Vision Insurance.

Supplemental Benefits

Health insurance does not cover everything. Employees can be left with significant copays, coinsurance, and indirect expenses. Supplemental Benefits pay a tax-free benefit directly to your employees regardless of other insurance that is in place.

Complimentary Employee Consultations

Every employee at our client companies is offered a complimentary one-to-one meeting to review and understand their coverage and policies.