Providing the full spectrum of business solutions . . .
Property Casualty Insurance:
Business Owner Programs
Professional Liability
Workers Compensation
Association Programs
Bonding
Group Health Insurance
Consumer Directed Health
i. High Deductible Health Plans (HRA/HSA)
ii. Design, Education, & Implementation
Self Funded Programs
Disability Program
Group Life Insurance
Group Dental
Voluntary Benefits
Deferred Compensation
Group Long Term Care
Wealth Management Services:
i. Retirement Planning
ii. Estate Planning
iii. Investment Management
iv. Business Planning
v. Tax Strategies
vi. College Funding
401K Services
i. Vendor Fee Benchmarking
ii. Independent Investment Due Diligence
iii. Employee Education & Fiduciary Compliance
Risk Control, Safety Services & Claims Management:
Provide comprehensive Risk Management Services primarily associated with the reduction of liabilities associated with Property, Casualty & Workers Compensation insurance coverages.
Aggressively manage insurance claims as an advocate for the client.
Personal Insurance:
Home
Auto
Personal Liability
Renters
Umbrella
Boat
