Our Services



We are readily able to assist you with the following products, services, and concepts.   Remember, we offer each type of product through a variety of different insurance carriers and coordinate with various CPA's and attorneys to maximize your financial planning results.

  • Health Insurance
  • Life Insurance
  • Disability Insurance
  • Health Sharing Ministry Plans
  • Direct Primary Care Memberships
  • Worker's Compensation
  • General Liability
  • Builder's Risk
  • EPLI
  • ERISA Bonds
  • Directors and Officers Insurance
  • Auto Insurance
  • Homeowners Insurance
  • Business Insurance
  • Umbrella Insurance
  • Dental Insurance
  • Critical Illness Insurance
  • Business Overhead Expense
  • Medicare Supplements
  • Part D Drug Plans
  • Medicare Advantage Plans
  • Long Term Care
  • Retirement Planning
  • Estate Planning/Conservation
  • Annuities
  • Investing
  • Asset Allocation
  • 401K, SEPs and Simple IRA's
  • Employee Benefits
  • Supplemental Policies
  • Cafeteria Plans
  • Group Disability, Long Term Care
  • Voluntary Worksite Products such as AFLAC
  • FSA, HRA, HSA
  • Direct Primary Care Memberships
  • ERISA Compliance
  • Payroll