Insurance - Los Altos, California, United States
Our firm specializes in working with high end, closely held service businesses and their owners. We help assure a future for the business, a comfortable transition into retirement for the owners, and financial security through employee benefits (health, dental, vision, life, disability and long term care insurance) for the employees. We work only by referral and 100% of our clients come to us at the suggestion of their lawyer, CPA, financial planner or friend/colleague/family member. A trusted resource to clients, colleagues, and the media, feel free to contact us to see how we may be of service to you.We are pleased to share that Nine Dots is now part of the OneDigital!
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