Company History
We formed our company in 2004 in an effort to provide our existing and future clients with a broad range of insurance and investment related options. Initially, our focus was based on our combined experience in investment, insurance and tax related matters. We continue to stay aware of the latest developments in these areas by attending education seminars, researching relevant topics, and expanding our resource base of professionals. Additionally, we have successfully integrated strengths and experience in underfunded life insurance,Group Benefits and Retirement Plans for the needs of Profit and non-profit companies.