3513 Concord Pike
Our firm specializes in helping individuals and employers with their investment and insurance needs with personalized, hands-on service.
If you are an individual - we will devise a plan for your short or long-term goals. Buying a house, saving for college, getting medical or disability insurance, whatever the financial or insurance need is...we are here to help.
If you are retired - or approaching retirement - we educate our clients about financial and insurance concepts and products, and take the mystery out of investing, insurance and preserving wealth. We also offer individualized attention when it comes to preparing for Medicare and navigating the complex laws that surround Medicare Supplements, Medicare Advantage and Medicare Prescription plans.
If you are an employer - we will prepare a comprehensive employee benefits plan based on your needs and can present it to your employees in a way that everyone can understand. We take the guess work out of Department of Labor requirements that you, as an employer, are expected to comply with on a daily basis.
We understand the many challenges of investments and insurance today and are here to help you sort it all out.
Non-Traded Real Estate Investment Trusts (REIT)
Unit Investment Trusts (UIT)
529 College Savings Plans
Equity Indexed Annuity
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
firstname.lastname@example.org | 302-477-1677