Services for You and for Business Owners

The financial management process begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.
With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you're more confident in and have an understanding with the financial suggestions we make.

Some of the services we offer:

Life Insurance

Competitively priced Life Insurance products, including permanent, term, combination and variable policies.

Investment Products & Services

Our Investment Products and services can help you achieve your financial goals at every stage of your life.


We offer innovative Annuity Products. You can choose from deferred and immediate annuities at variable and fixed rates of return.

Long-Term Care Insurance

Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.

Employee Benefits

We help business owners select competitve employee benefits for their company.   If you are thinking that benefits are an expense you can't afford, consider these reasons for offering them: 

Carefully selected benefits can help decrease your turnover rate and the related costs of hiring and training replacements. 

Benefts can help boost company moral and improve productivity.  Benefits can be more affordable than you expect. 

We are here to assist your company in navigating employee benefit plans, to educate your employees with their benefits and how they can help their families and themselves.