Our Services

Insurance Planning

It can be overwhelming to try and figure out how much insurance you really need.

We perform a comprehensive Needs Analysis to determine exactly what you and your family require completely tailored to your current lifestyle and future expectations.

This ensures that you and your family can maintain your standard of living even if something unexpected happens.

From Life Insurance, Critical Illness Insurance, and Disability Insurance to Key-Person Insurance for your company: we provide it all.

Additionally, we are independent Insurance Advisors with access to multiple Insurance Providers to find the best fit for you.

Retirement Planning

How do you know how much money you need to save now to be able to enjoy your life when you’re no longer in the work force?

We create a plan and advise you on steps to get there so that you can be confident in your retirement goals. We provide all you need to compare what you are currently doing and show you the possibilities you could achieve with our help.

Corporate Investing

As a business owner, how do I invest within my corporation to allow me to keep more?

We show you how to invest within your corporation in the most cost effective and tax efficient way.

Make more. Keep more. Save more.

We can work with your lawyer and accountant to create a Buy-Sell Agreement to protect the interests of the Key People in your company. Furthermore, we can provide you with Key Person insurance to protect your company’s assets in the event of a tragedy.

What kind of Estate Plan do I even need?

Estate Planning is important to take the stress off of your family when you pass away. It takes the guesswork out of knowing what you want.

We discuss how to obtain a legal will, whether you would like to write it personally, or hire a lawyer. We also ensure that your beneficiaries are current and that you can plan a legacy to leave for your loved ones.

We help you structure your estate so that it can be distributed to your loved ones in the most efficient way.

Where do I start when it comes to organizing my money?

Leave it to us. We’ll show you the best ways to grow your wealth and protect yourself for the future. We build a customized plan for you including investing, saving, insurance, preserving your capital, and planning your estate.

We have the knowledge, and experience to truly help you plan for a secure future.

How can I get health benefits if they’re not provided by my employer?

Not only can we provide you with benefits to help with your health expenses, we can also provide you with travel insurance if you need health care while you’re away from home.

If you’re an employer, we can set you up with a group benefits package for your business to keep your employees healthy and happy.