We understand individual and business scenarios are different and we’re concerned about you and your success. We make efforts to know about your situation to provide you with the highest amount of information to bridge the gaps in your desired outcomes.
You will have access to our extensive industry acumen with the services we provide such as for:
- Major Medical, STD/LTD, HSA’s, Supplements for Individuals
- Small Group Benefits for Employees, Overhead & Key Man
- Tax Preparation and Tax Risk Assessment
- Simple Bookkeeping and Payroll
- Wealth Management & Retirement Planning
- Organization & Administrative Consulting
- Capital Raising Design Packages for access to Grants For Small Businesses
And more! We service Individuals, Seniors and Businesses. Let us evaluate your scenario and discuss how we may be an asset to help you reach your goals; whatever it may be.
With over 2 decades of experience, we’re in a Unique and Advantageous position to work with you as an extended hand through our strategic designs and financial products. Whether for guidance or community awareness, we’re here for you.
Mon – Fri. 8:30 am – 4:30 pm.
Weekends: By Appointment.