Services

Our Specialties Include:

Tax & Estate Planning

Tax laws and estate laws are complex and constantly evolving, which can often lead to costly mistakes. We examine potential tax gaps between your intentions (your will) and your existing estate plan, while incorporating innovative insurance strategies to protect your health. When there is no estate plan, we create and document a tax-savvy and purposeful distribution of your wealth with the assistance of your trust & estate attorney.

Critical Illness Insurance

Medical advances have dramatically improved the survival rates of people who suffer critical illnesses such as cancer, stroke and heart disease. The costs of medicine and treatment, travel, specialists and home accommodations place a burden on both you and the people close to you. With Critical Illness insurance, we provide you the financial security to let you focus on getting better.

Life Insurance

We care about the person you are and the people you love. We can help you determine the best type of Life Insurance for you depending on the style of your life and the planning needed to take care of the special people in your life.

Disability Insurance

Accidents and illnesses are a fact of life – on average, one in three people will be disabled for 90 days or more at least once in their lives, and the average length of a disability that lasts more than 90 days is 2.9 years. Disability insurance provides income to help manage your expenses during the period you are unable to work. We can help provide financial security by making it easy for you to get the proper Disability Insurance that fits you.