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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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Perspectives September Newsletter

Could you make your next business trip better with a few changes? Did your last business trip come with more hassle and expense than you would have liked? Some tips and reminders may help 

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National Relaxation Day

Karoshi is a Japanese term for the sudden death of an employee due to overwork. American workers currently log more working hours than our Australian, Canadian and Eastern European counterparts. In our modern world of instant (and constant) communication, increasing demands and a seemingly ever-shrinking number of hours in a day to ‘GET IT ALL DONE.’ 

P&C Pulse

P&C Pulse - August 2018

Getting back into the swing of things for the school year can be a difficult task. After spending the summer playing, staying up late and sleeping in, it can be hard to get yourself and your children back in the swing of things to find the balance in order to sustain productivity and focus throughout the day. Here are some things that you could implement at night to help make the transition into the school year smoother.


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