We are a leading resource for Life Insurance, Long Term Care Insurance and Long Term Disability Insurance. Our team has subject matter experts in each of these disciplines so that we can craft and deliver the most cost effective and efficient plans for our clients.

It is our goal to build long-term relationships with our clients by offering a full range of services. We achieve this goal by working holistically with our clients. Our holistic approach addresses our clients Insurance, Estate Planning, Tax and Financial Services needs. It is our belief that partnering with best of breed Accountants, Estate Planning Attorneys and fee based RIArsquos we can deliver the highest level of service to our clients while we remain focused on our core business insurance.