Services

We’re Small Business Consultants and in addition to that we have a base of core services in areas of:

  • Major Medical, STD/LTD & Supplemental Plans
  • Group Employee and Executive Benefits
  • Tax Preparation
  • Simple Bookkeeping
  • Wealth Management & Retirement Planning
  • Term and Whole Life Insurance, Final Expense (and the Consumer Guardian Society)

If there is something that you may not see referenced on our site, we could still be a point of direction for what you need or want so do not hesitate to inquire with us as your Personal Consultant.

Office Hours are:

8:30 am – 4:30 pm  Weekdays

Weekends: By arrangement

Main Number:  678-532-9122