Products & Services

Our Areas of Focus

We administer all facets of benefits from Health Insurance, 401k plans, Ancillary Benefits and    Technology Platforms, to Financial Planning services and Executive Benefits. Using all major insurance & Investment companies available, we find the best package of benefits at the lowest cost.


Retirement Planning Installation & Analysis:      


 Profit Sharing

 Defined Contribution Plan

 Defined Benefit

 Deferred Compensation Plans

 Simplified Employee Pensions (SEPs)

 Simple IRAs


Employee Benefits Products

 HR Technology

 Employee Educational Programs

 Health Insurance

 Dental Benefits

 Vision Care Benefits

 F.S.A & H.S.A Plans

 Group Life & Disability Insurance

 Long-Term Care Insurance

 Legal Shield

 Identity Theft Protection



 Accident, Cancer, Hospital Plans


 Business Continuation Planning

 Business Overhead Insurance

 Disability Buyout

 Buy-Sell Agreement Funding


Financial Planning

  Comprehensive Financial Plans

  Expense and Debt Analysis

        Student Loan Refinancing

        Mortgage Refinancing

  Pension Income Analysis


Wealth Accumulation


Traditional and Roth IRA

Education Funding Strategies

Retirement Planning 

Family Protection

 Life Insurance

 Disability Income Insurance

 Long-Term Care Insurance

 Medicare Supplement & Medicare Advantage Plans        

Estate Planning 

Charitable Planning Strategies