Consulting Services

Need a little help planning your employee benefits department? Have questions about things like buy-sell plans, key person coverage, salary continuation and group retirement planning? We are happy provide you with a free initial consultation to help you review and understand your options.

We know that our clients are most satisfied when they understand their risks and the insurance products they are purchasing. That’s why we make it a point to give you an opportunity to ask questions and seek guidance, without charging a consultation fee. 

We can help familiarize you with current products on the market, and determine which products would most appropriately address your needs. Given that we are an insurance brokerage representing multiple different insurance companies, we are knowledgeable of the entire market, and are under no obligation to pitch you one specific product.

We also provide personal planning for professionals for things like Estate Planning Trust Life Insurance, Disability Plans, Long Term Care Insurance, Annuities, Tax-Free Retirement Payment Life Insurance and more. Initial consultations are always free.