Our Services:
Health & Benefits
Control Health Costs and Care Quality
Access Marketplace and level-funded plans plus cost-control strategies built for small teams and self-employed professionals.
Retirement & IRA Strategies
Tax-Advantaged* Retirement Funding That Works
Guidance for Traditional, Roth, SEP, SIMPLE, and Self-Directed IRAs, plus Section 162 bonus funding and compliant life-insurance-based strategies to save more and keep more.
Business Insurance & Employer Services
Protect Your Business and Simplify Compliance
Coverage and support including General Liability, Property, BOPs, Cyber, Surety Bonds, EPLI, Professional Liability, Key-Person, Buy-Sell funding, plus PEO and legal-plan solutions to streamline HR and reduce risk.
Life & Income Protection
Secure Your Income and Family's Future
Comprehensive life-insurance and disability coverage, including key-person protection for business owners.