History
I understand that not everyone shares my enthusiasm about insurance, and that it is far more common for individuals to feel quite the opposite. It is true that there are other ways that a individual could have more fun spending their time, and money. It is also true that insurance serves as a essential financial tool to all well structured financial plans. Insurance based solutions provide the solid foundation necessary in mitigating risk while extracting the best value for your dollar. It is through the core belief that a insurance professional has a fundamental responsibility to always put their clients best interests first. Providing a diverse range of services that specifically address each clients the unique needs, plans and goals. Experienced consulting and advisory services for corporate clients, private businesses, and individuals. Servicing clients through focused evaluations that identify a clients unique set of opportunities, solutions and options.
Specialties
Insurance Based Financial Consulting. Providing Solutions to Business Accounts of All Sizes. Employee Benefit Plans- Health Insurance, Retirement Plans, Disability Insurance, Accident Insurance, Dental Insurance, Vision Plans, Voluntary Benefits. Business Planning and Solutions, Buy/Sell agreements, Loan Guarantee Policies, Key-Person Disability/Life, Business Overhead Plans, Kidnap & Ransom insurance, Event Cancellation & non Appearance insurance, and many more strategies to proactively protect their business. Individual Consulting, and planning handling all Insurance products and services except for property and casualty.