Our Services

Instead of having mulitple brokers to handle insurance and retirement needs, our office specializes in a wide variety of products and services to assist you with a whole lot more.   We take an umbrella approach to assure your company is appropriately and adequately insured, in the most cost effective manner.  Because of Bob's experience and knowledge in numerous areas of insurance and retirement planning, Bob can act as a true financial representative to help with multiple insurance and retirement needs.   Our office can assist you in the following areas:   

  • Employee Benefits: group medical, dental, life, vision, and disability coverage.  We assist your business in strategizing on implementing a benefit package to best serve your companies needs.   
  • Retirement Planning:  group and individual retirement planning through traditional 401(k) plans and IRA's as well as nonqualified solutions. 
  • Business Insurance:  for owners and invested partners who are concerned they have the adequate coverage for their business.   A couple of examples are Key-Man Insurance and Buy-Sell arrangements. 
  • Individual: from personal term life insurance, individual disability income, variable life, annuities and estate planning. 

Give us a call or send us an email.  We'd be happy to answer any questions.   

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck