Strategies for businesses that can help increase cash flow, protect key employees, keep employees engaged, facilitate succession planning, and protect the business as a whole.


Tailored financial and risk management strategies that provide a meaningful range of customized solutions for the professional community, covering every facet of your careers, practice, and lives.

Self Employed

Customized insurance solutions are designed for the unique needs of the self-employed and entrepreneurs who need to self-insure themselves to protect their health, income, family, and business.

Estate & Trust Planning

Working closely with clients to develop personalized strategies for inheritance, wealth transfer and succession to protect you, the people you love, and the causes that are important to you.

Individuals & Families

Designing proper insurance solutions will provide peace of mind for you and your loved ones. Your family deserves a financial plan that protects them and your finances.

Employee Benefits

Businesses that offer Employee Benefits realize quickly that it results in attracting and retaining top talent, increasing workforce productivity, differentiating itself from competitors, and creating an overall happier, healthier and more engaged workforce.

Extended Health & Dental Insurance

Individual Extended Health & Dental Plans are customized for you and your family if you don’t have access to Group Benefits so that you can enjoy the peace of mind and protection of comprehensive health coverage.

Travel Insurance

A lot of time and money has already been invested in planning your trip. Travel insurance is a must to consider to protect you and your investment in case unforeseen circumstances threaten to cancel or interrupt your travel plans.