Consulting Services

We will help you choose the right individual life insurance policy by analyzing your needs, explaining different policy types like term, indexed universal life and whole life, and providing guidance on policy design, cost, and suitability.

We provide expert guidance and support regarding the selection, management, and optimization of your annuity products and retirement plans. We can help you navigate complex options, mitigate risk, and meet financial goals. 

We assist you in understanding your Medicare options (including Original Medicare and Part D) and guide you through making informed decisions, by comparing numerous plan options and providing recommendations based on your needs.

We aid your organization in designing, managing, and optimizing employee health benefit programs by offering strategic planning, vendor selection and management, and cost containment strategies. Our goal is to create a comprehensive and competitive benefits package that aligns with your company's goals, improves employee satisfaction, and manages costs. 

We can help your company manage and design supplemental employee benefits, such as dental, vision, and life insurance, to enhance your overall compensation package. We can analyze plan structures, review coverage, and help you select and administer a variety of supplemental benefits to attract and retain employees, which can include both voluntary (employee-paid) and employer-contributory options.

We offer aid in finding the right policies for your home, auto, and other personal belongings; by looking at your both short and long-term goals and managing any risks.   

We have partnered with PEAK Insurance for your Home and Auto insurance needs.