WHAT WE OFFER

Public Entities

  • Insurance Consulting & Brokerage
  • Employee Benefit Consulting & Brokerage

Private Employers & Non-Profits

  • Group Health
  • Group Dental
  • Group Disability (Long & Short)
  • Group Life
  • Group Vision
  • Group Long Term Care
  • Retirement Plans {401(k), 403(b), SEP, 457, Pension, etc.}
  • Executive Compensation Plans (sec. 162, SERP, etc.)
  • Supplemental Benefits (Critical Illness, Voluntary, etc.)

Qualified & High Net Worth Individuals

  • Wealth Management
  • Investment Advisory & Brokerage
  • Professional Athlete Insurance
  • Special Executive Life & Travel Insurance Coverage
  • Financial Planning