We have an exceptionally talented team, with Barb, Cindy, Yan-Min, Steve, Christina, and Deanna all here to help you with whatever you need.

Yes, we are able to offer this through the selection of certain products.

• • • • life insurance (term, permanent)
      • disability insurance
      • critical illness insurance
      • long-term care insurance
      • office overhead insurance
      • emergency medical travel insurance
      • group benefits insurance
      • and health spending accounts – just to name a few.

  Give us a call to find out how we can create a solution for your situation.

• We do not have an account minimum when considering working with potential clients and referrals.
• The most important factor when deciding on working with you is overall fit, including items such as:
  • • • • • Are you looking for someone to advise you and be a steward of your financial plan and roadmap?
          • Do you take an active role in your finances and desire to improve your financial position?
          • Do we have similar values and expectations in regards to the client/advisor relationship?