
Our reputation for outstanding service is built on our understanding of our client's needs. Our experience has taught us that every client is different. In addition to offering the most complete, competitive array of products available, we are dedicated to answering your questions on every matter - without delay.
Group Medical Plans
Fully Insured
Self-Funded
Group Dental
Group Life Insurance & AD&D
Group Short-Term Disability
Group Long-Term Disability
Group Long-Term Care Insurance
Health Savings Account
Flexible Benefit Cafeteria Plan Admin
COBRA Administration
Exec Medical Reimbursement Insurance
Employee Benefit Statements
Pre-paid Legal Services
Voluntary / Supplement Benefits
Retirement Plans
401(k) Plans
Profit Sharing Plans
Defined Benefit Plans
Simple IRA & 401(k) Plans
SEPP (Simplified Employee Pension Plans)
412(i) Plans
Retirement Plan Administration
Retirement Planning
Estate Planning
Investment Planning
Business Succession Planning
Insurance Analysis
Fee-Based Employee Financial Planning*
Fee-Based Investment Advisory Services
Deferred Compensation Plans
Phantom Stock Plans ***
Performance Unit Plans ***
Stock Plans
Split Dollar
Life Insurance
Disability Income
Long-Term Care Insurance
Annuities
College Funding
Mutual Funds
General Securities
Limited Partnerships **
Variable Annuities
Fixed Annuities
Money Market Funds
Closed End Funds
Medical Insurance ***
Personal Lines Insurance
Mortgage Services ***
Property
Building and Contents Coverage
Inland Marine
Crime Coverage
Boiler and Machinery
Equipment Breakdown
Casualty
General Liability
Premise and Products Coverage
Commercial Auto
Fleet Coverage
Worker's Compensation:
Employer’s Liability
Specialty:
Umbrella
International Coverage
Bond
Financial Product Insurance:
Miscellaneous Professional Liabilities
Employment Practices Liability
Director’s and Officer’s Coverage
Fiduciary Coverage
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