OUR PROCESS

CONNECT

We start with a face-to-face meeting to talk about your unique situation. It is important to get to know you, as well as your financial needs because recommending the appropriate financial products and services must start with collecting the right information.

RESEARCH

We then gather information and explore what your needs are -- all integral steps in determining which products and services are designed to help you meet your financial goals.

ACCESS

Third, we use language that you can understand -- checklists to make sure we cover your needs, and a process that makes it easy for you.

 

PRODUCTS AND SERVICES WE PROVIDE

  • Life Insurance
  • Ordinary, Variable Universal, Universal, Survivorship and Term
  • Long-term Care Insurance
  • Individual and Group Coverage
  • Annuities
  • Fixed and Variable
  • Disability Income Insurance
  • Income Protection, Business Overhead, Buy-Out Coverage
  • Securities
  • Access to over 100 Mutual Fund Families
  • Advisory accounts
  • Educational Savings Plans
  • Employee Benefits
  • Group Life Insurance, Dental Insurance and Disability Income Insurance
  • Group Retirement Savings plans
  • Business Plans
  • Key Employee Insurance, Deferred Compensation, Split Dollar Plans, Buy-Sell Agreement Funding
  • Retirement Plans
  • Defined Benefit Plans, Profit Sharing Plans, 401(k) Plans, Simple Plans, 403(b) Plans, Regular IRAs, Roth IRAs, SEPs