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Business Consulting Services:

Successful business owners recognize the value of trusted advisors. As insurance professionals we can add value and expertise to your team of advisors, developing a solid plan that addresses these key business planning areas; Retirement Planning, Key Employee Benefits, Succession/Exit Planning and Estate & Tax Strategies.   

Comprehensive Employee Benefits:

Our role in benefits consulting has changed with the adaption of health care reform. As an advisor, our responsibilty is no longer primarily limited to evaluating and recommending carriers, plan options, and funding strategies. In today's market, our role begins with ensuring our clients understand the impact of health care reform and formulating a benefits strategy that is in-line with reform, organizational culture, and financial objectives.

  • Group Health - Fully Insured, Self Insured and Alternative Funding.
  • Group Life, Disability, Dental and Voluntary Benefit Programs.
  • Individual Life, Annuities and Disability Insurance.
  • Buy/Sell Funding, Executive Carve Out's, Deferred Compensation, SERP (Select Employee Retirement Plans).
  • Family Transfers, Business Succession/Exit Planning.
  • Estate Liquidity and Wealth Enrichment Stratergies.
  • Qualified and Non-Qualified Pension and Retirement Planning.
  • Long Term Care, Medicare and Senior Planning.
  • Workers Compensation Insurance.
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