Needs Assessment

Looking for coverage? Click any of the following links to submit a quote for quick, accurate and affordable rates.

Needs Assessment Quote Form

Financial Strategies

We work with you to provide a clear financial strategy to go from where you are to where you want to be.

·  Financial Needs Analysis

·  Financial Goal Setting

·  Strategies to Pursue Your Goals

Insurance Protection

Life’s scenarios can vary from person to person, and from family to family. Our insurance specialists can help you acquire the right coverage for you and your family.

· Life Insurance

· Living Benefits

Retirement Strategies

The truth is, we’re living longer. We can help prepare you to enjoy those golden years to the fullest with the retirement strategy of your choice.

· Annuities

· Premium Financing

· Life Time Income

· Legacy Protection

· Cash Accumulating Life Insurance

· Tax Deferred Accumulation

· Tax Advantaged Solutions

· Living Benefits

College Funding Plans

Whether preparing to send your first or fifth child to college/university, we can help you begin saving now with:

· College Savings Plan

· Preparing for Expenses

· Mapping Financial Commitment

· Tax Advantaged Solutions

Business Strategies

For the small business owner, we provide financial and protection strategies for you, your employees and your business, including:

· Insurance Strategies

· Retirement Strategies

· Succession Planning

· Executive Compensation