COVID-19 UPDATE - for the week of August 3, 2020 - Curbside Service Now Available!

Our offices are offering curbside service for our clients! Please use the dropbox outside of the office for your payments. A receipt will be emailed or texted to you. If you need to pick up a document at one of our offices, please call in advance, and we will have it ready. Lastly, if you would like to meet with an advisor face-to-face, please call, and we will schedule a Zoom meeting. Our goal with this policy is to continue to keep both our clients and staff safe. Thank you!
Hand holding beating heart icon

Medicare Planning

Since health care is one of the most significant expenses seniors face, your Medicare costs and benefits should be a crucial part of your budget when planning for retirement. It’s essential to have a solid understanding of Medicare basics, including benefits and expenses. We believe that completely understanding your rights and entitlements under all the different Medicare plans is important. From there, you can effectively choose the program that makes the most financial sense for you.

If you would like more information, please go to www.medicare.gov.

Business Solutions
icon for business solutions

business solutions

Our firm’ss risk management professionals are ready to help you contend with the challenges of operating a business in a rapidly changing marketplace.

read more about business solutions
Personal Solutions
icon for personal solutions

Personal Solutions

With 30 years of experience, let our team of advisor create a portfolio of personal lines coverage to meet your unique insurance needs.

read more about personal solutions
icon for financial solutions

financial solutionss

Let our professional financial advisors help you create a path towards financial stability, with a well thought out and personalized plan.

read more about financial solutions
icon for certificate

REQUEST A CERTIFICATE OF INSURANCE

A certificate of insurance is a document that provides a snapshot of the coverage limits, policy effective date, as well as the insurance carrier that insures your condominium or homeowners association.

read more about certificate of insurance
Get in touch