For Individuals

We offer a wide range of insurance and financial services for individuals. We assist our clients' in establishing financial and estate planning strategies that will help them find solutions to their tax, investment and asset accumulation needs while managing risk

We develop customized financial program walking you through a step-by-step process to help make you feel more confident in your decisions.

Once your goals have been established, we pay great attention to individially customized strategies to suit your vision and objectives.  We can help you execute a sound financial program utilizing the following products and services:

  • Investment products
  • Annuities (fixed, immediate, variable, indexed)
  • Life insurance including term, permanent or indexed
  • Disability insurance
  • Individual health insurance
  • Business continuation planning
  • Retirement planning
  • Estate planning strategies
  • Health care reform opportunities
  • Long term care insurance and planning
  • College funding strategies including 529 plans
  • Medigap, Medicare Advantage and prescription (Part D) plans
  • Tax minimization strategies

Most importantly, we'll monitor your plan and meet with you regularly or on demand to ensure we're meeting our goals and expectations.