We are a 50 year old business that specializes in Group Benefits for businesses, and Individual Planning for Families.
We are also a broker in Major medical, Supplemental benefits, and Life and Disability planning. We help Individuals, Families and Businesses with a wholistic approach to benefits planning, retirement and tax advantage planning utilizing 7702 solutions.
We specialize in Key Man Agreements, Buy Sell Agreements, Executive compensation, SERPS, Split Dollar Equity Planning, as well as business succession planning.
Message us today if you would like to explore Group benefits options and or individual planning!