We specialize in making insurance understandable.  We provide you with the information necessary to make an informed decision that best suits your needs, be it for personal insurance or a group program. 

For plan administrators of group programs, we provide ongoing education and support.  This is important because the industry is constantly changing and we strive to limit any potential liability on the employers part.  As part of our process, we regularly review our Plan Administrator’s checklist that cover topics such as taxation, Human Resources, and legal.

Choosing an advisor can be difficult and confusing.  We are all paid roughly the same, so what it should come down to is the service offered and value provided.  Your advisor needs to be knowledgeable, trustworthy, and have access to the market to provide the best solutions.

We would be pleased to speak further about how our services may be of a benefit to you.