INSURANCE

We understand that there is no cookie cutter approach to insurance and we put together a customized plan of protection based on the needs of your family or your business. We offer a range of insurance products designed to fit within your monthly budget.

Insurance products available:

  • Life

  • Disability

  • Health

  • Homeowners

  • Auto

  • Commercial

  • Employee Benefits

BUSINESS STARTUP

Looking to follow your dreams but don't know where to start? We can help! From business plans to exit strategies we are here to assist you every step of the way with turning your dreams into reality. We sit down with you and get to understand your vision. Based on what we find in our initial analysis we implement a series of goals as well as a strategic way to help you reach them. Our fees are project based so you only pay us for the specific service that you use based on your individual needs.

Startup services offered:

  • Business plan writing

  • Vision Board planning

  • Market Research

  • Break-even analysis

  • Business incorporation

  • Assistance applying for licensing

  • Business insurance

  • Tax consultation

  • Email marketing


FINANCIAL PLANNING

We are dedicated to ensuring that our clients achieve financial independence. We work with you to reach your financial goals however big or small they may be. Our financial advisers do a complementary financial analysis with you to determine how aggressively you should be saving and the best investment vehicles for you based on your individual needs.

Financial services offered:

  • Monthly budgets

  • Credit repair

  • IRA/ROTHS

  • Annuities

  • 401K rollovers

  • Retirement planning