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Our Services

Employee Benefits

We’re dedicated to helping our clients design benefits programs that make a competitive difference for their companies, while also empowering their employees. We assist clients in setting up customized benefits plans, including retirement plans, that will make business thrive.

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Insurance

We help individuals, families and businesses find insurance coverage that fits their needs. We offer everything from life insurance to health insurance to property and casualty insurance. We have local advisors available to help you find the right coverage at the right price.

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Financial

Our professionals look at the big picture to help you understand all aspects that affect your personal finances. We help with: Estate planning; retirement planning, college planning, life insurance, legacy planning, and social security. Let us help make your money work for you.

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Recent Posts

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Benefits of Bundling Business Insurance Policies

Insurance carriers realize that offering additional lines of coverage to an existing customer is less expensive than trying to attract new customers. They also know that the more lines a given customer has, the longer they’re likely to stay with them.

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Why You Need Cyber Insurance

We live in a digital age, which means many things on our lives have gone digital. Our address book is now in our smartphone. Our TV Guides are now on the TV screen. Our banks can deposit a check through a mobile application. Our calendars send us reminders for important events and meetings via smartphone, tablet, or computer, meaning they don’t just hang on our walls anymore. 

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13 Reasons Why You Should Get Life Insurance

When you get life insurance, you’re paying for the unexpected, and planning for tomorrow. Any type of insurance can be confusing, especially if you’re not sure if you “need” the insurance. You may have wondered, “Is life insurance worth it?” It is, and as you grow older, you will realize how important and financially responsible having life insurance is. 


Research the background and experience of our financial advisors.