Our Services

Coming from a family in the health care field and being in the Insurance and Financial Planning business for over 31 years our specialty has always been Health Insurance. Along with Health Insurance we also provide a  multitude of different services. We are a professional shopping service with access to 300 quality Insurance Carriers offering Life, Annuities, Group Insurance, Individual Health Insurance, Medicare Supplements, Medicare Advantage Plans, Long Term Care, Disability, etc.

 

Health Care Reform is coming fast. As of January 1st 2014, premiums are going to be based on income. A great deal of my clients will have their premium subsidized by the Federal Government.We can review and evaluate your current coverage based on your goals and budget to better meet your needs along with providing the highest level of customer service, promptness and professionalism.

 

We have also built a special relationship with our friends with Cystic Fibrosis and have found special plans to fit their particular needs

 

We are always delighted to be of assistance. All our business is from people like you and the friends and family you refer to us.  

Financial Planning- While working with you to develop a customized financial strategy, we can walk you through a step-by-step process to help make you feel more comfortable with your decisions.

Once your goals have been established, we can customize appropriate strategies designed to suit your vision and objectives.  We can help you execute a financial strategy utilizing the following products and services:

 

 






  • Investment strategies
  • Insurance and annuity products
  • Retirement planning
  • Estate planning