Individual  Life Insurance
and Disability Insurance

How Does Life Insurance Fit Into
Your Financial Plans?

What kind of life insurance is best for you and your family?  We offer both permanent life insurance and term life insurance.  Click here for more information, then let us help you decide which is best suited for you.

What happens if you're sick or injured and can't work for several months or even years?

Disability Insurance pays monthly benefits until you are well enough to return to work. Click here for more information, then call us for a quote.

TSA/403(b)

For Employees of Public Schools and
Certain Tax-Exempt Organizations and certain ministers,  403(b) Tax Sheltered Annuity (TSA).

For more information click here.

Annuities

How does an annuity fit into your
investment portfolio?

Annuities offer tax-deferred shelter for hard-earned dollars. They can be an excellent choice for those who wish to secure funds for retirement.  Click here for more information, then let us help you decide if one is right for you.

Mutual Funds

We have a large selection of
Mutual Fund Families to choose from. 

Mutual funds make it easy and less costly for investors to satisfy their need for capital growth, income and/or income preservation.  

Click here for more information on Mutual Funds, then contact us to find out what Mutual Funds can do for you based on your individual goals.

Tax Service

We provide our clients with individual income tax preparation services.  Client companies can offer their employees our tax preparation services at a discounted rate. Click here for more information.

Long Term Care Insurance

Is Long Term Care right for you?  Click here for more information.