Services Provided
Our Benefit Professionals will...
Listen and Learn about you, your family or business to understand your objectives.
Review your current program and offer solutions for important issues such as Affordable Care Act (ACA) Tax Credits, Employer Mandates, Employee Benefits, Plan Design Changes, Employee Contributions and Funding Alternatives.
Communicate with you and/or your employees to increase their understanding and appreciation of your benefit program.
Keep you informed and educated about issues that impact your benefits.
Full-Service Insurance Consulting
Choosing Your Insurance Plans
We know it's often hard to figure out how to determine what type of insurance plan you should get and what type of benefits come along with it, but now it's easier than ever to determine what plan works for your situation and your budget. Let's work together to navigate the enrollment process in this ever changing market. Our Insurance Professionals work with you to create a customized plan and help you implement your strategy. Products and services are only suggested after considering your specific goals and needs. Our business is building enduring relationships based on the individual needs and circumstances associated with each client.
Personal Services
With the implementation of the Affordable Care Act (ACA), most individuals are mandated to have health insurance. We can assist individuals and families who are enrolling In the Health Insurance Marketplace. In addition, we provide confidential, no obligation consultations on life, home and auto insurance.
Financial Needs Analysis
In order to accomplish your financial goals and become totally Financially Independent, we spend time working with you on your life goals. We do what's called a Financial Needs Analysis so that we can make sure the products we offer are suitable for you. We emphasize a "Financial Needs Analysis" plan for success which enables families or individuals to start working toward their financial independence. This plan is based upon an established strategy which can assist people from all demographics. Unlike companies that promote "cookie cutter" financial services, our plan includes a variety of strategic options centered around a core strategy (Financial Independence).
Listen and Learn about you, your family or business to understand your objectives.
Review your current program and offer solutions for important issues such as Affordable Care Act (ACA) Tax Credits, Employer Mandates, Employee Benefits, Plan Design Changes, Employee Contributions and Funding Alternatives.
Communicate with you and/or your employees to increase their understanding and appreciation of your benefit program.
Keep you informed and educated about issues that impact your benefits.
Full-Service Insurance Consulting
Choosing Your Insurance Plans
We know it's often hard to figure out how to determine what type of insurance plan you should get and what type of benefits come along with it, but now it's easier than ever to determine what plan works for your situation and your budget. Let's work together to navigate the enrollment process in this ever changing market. Our Insurance Professionals work with you to create a customized plan and help you implement your strategy. Products and services are only suggested after considering your specific goals and needs. Our business is building enduring relationships based on the individual needs and circumstances associated with each client.
Personal Services
With the implementation of the Affordable Care Act (ACA), most individuals are mandated to have health insurance. We can assist individuals and families who are enrolling In the Health Insurance Marketplace. In addition, we provide confidential, no obligation consultations on life, home and auto insurance.
Financial Needs Analysis
In order to accomplish your financial goals and become totally Financially Independent, we spend time working with you on your life goals. We do what's called a Financial Needs Analysis so that we can make sure the products we offer are suitable for you. We emphasize a "Financial Needs Analysis" plan for success which enables families or individuals to start working toward their financial independence. This plan is based upon an established strategy which can assist people from all demographics. Unlike companies that promote "cookie cutter" financial services, our plan includes a variety of strategic options centered around a core strategy (Financial Independence).
SOME OF THE SERVICES WE PROVIDE INCLUDE:
- On-Site Enrollment and Educational Workshops
- No-Cost Policy Review
- Friendly, Helpful, and Knowledgeable Staff
- Personal Account Manager
- Free Business Consultations
- Life Insurance Explained at your Fingertips
- Business Packages
- Discounts When You Bundle
