Social Security Icon

Social Security Planning

Navigating the maze of Social Security can be extremely confusing. There are up to 500 different strategies a married couple can choose from, so it is not a “one size fits all” decision. Also, the fact that Social Security Administration personnel are not trained or equipped to offer specific planning advice, it makes having a unique and personal plan in place of utmost importance.

Our advisors utilize software and big-data that can narrow the options for individuals approaching Social Security age, that can take the guess work out of this very important decision.

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