A Unique & Creative Approachto Financial & Estate Planning

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Insurance Plans & Medicare


  • Group Health Insurance for Small and Medium Sized Businesses

    Learn how to comply with and benefit from the Affordable Care Act (ACA)….survive and thrive with a new approach to group health.

  • Medicare Benefits and Solutions

    Take advantage of the latest feature, benefits, and innovations concerning Medicare Supplement Plans…knowledge is power.

  • Disability Income Protection

    Learn the importance of insuring your most valuable asset…your ability to earn income.

  • Life Insurance (Individuals, Families, Professionals, Business Owners)

    Trade pennies for dollars and provide your family with a life estate.

  • Business Buy/Sell and Key Person Insurance

    Protect the value of business interests through life insurance funding.

  • Employee Benefits (Major Dental/Vision)

    Creative benefits and funding of essential insurance needs will result in a thriving workplace.

  • Individual & Family Health and Insurance Planning (including HSA Plans)

    Learn the importance and need for providing financial solutions arising from accidents, illness, or advanced age.

quote I offer a “think, plan, and achieve approach to financial, business, investment, and insurance planning.quoteend