As a full service, independent brokerage firm, we provide solutions to both individuals and corporations, offering the convenience of a single source provider for all your insurance and financial needs. From group benefits and personal life insurance, to wealth management and financial planning, our experienced team offers knowledgeable advice tailored to your situation and your priorities. All of our staff are life insurance and mutual fund licensed. In addtion, we have certified specialists in employee benefits (CEBS) and financial planning (CFP). It's all part of our commitment to offer the most comprehensive insurance and financial planning services in our industry.