We Solve Problems & Provide Custom Solutions

We specialize in finding cost-effective and tax-efficient solutions for our clients.  From life insurance, retirement planning, and exit strategies to protecting income and assets, providing employee benefits and designing specialized owner/executive carve-outs, we help fill in the holes of insurance, benefits, and retirement plans.  We also offer a few unique specialty plans such as pilot life insurance and International travel health plans under our Individual Insurance options.

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In addition, via several strategic National partnerships, we provide Operational Savings and Margin Improvements from Energy Procurement and Efficiency, Recycling, Waste Haul, and Hazardous Waste Services, Employee Turnover Reduction, and WOTC (Work Opportunity Tax Credit).

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No one product or solution fits every situation and we are experts in determining which product or service best meets your needs.  In addition, as an independent broker agency, we are not tied to any particular company, product, supplier, or service.  We do what’s best for our clients without any undue influence or bias.