We are passionate about assessing our clients' current and future situations and developing a realistic plan that will achieve their goals.
Whether you’re single, have a family or own a business, we can help you achieve lifetime financial security.
We maximize the value of every dollar spent with product solutions that help small business owners manage costs. We will partner with you to evaluate your budget so you are able to make informed decisions on what to invest in your team's benefit plans.
We have group benefits and group retirement services plans for small businesses. Our plans include some or all of these benefits:
Medical services and equipment
Health and Wellness
Our small business plan is an effective solution if you are seeking:
to attract new talent and grow your business as well
seamlessly share fees with employees
ensure your team has access to benefits they value
If you are running your own business, more likely your health is your most important asset. We have a variety of health insurance plans to avoid the stress of not having the financial resources to cover the cost of health care and to help you maintain your good health. Many of our health insurance plans offer coverage that include but are not limited to the following:
vision care: routine eye exam, eyeglasses and contact lenses
special equipment or appliances
services provided by medical professionals such as physical therapy, chiropractic, massage therapy, naturopathy, osteopathy, podiatry services and other
Do you commit 12 to 14 hours each day to your business and still find yourself worrying about financial security for your family?
Do you worry about who will take care of your business should anything happen to you? Many other financial institutions who are not genuine and do not truly understand your needs will try to sell you products they believe will help but therein lies the problem.
I have created a system that helps business owners who are motivated to solve their problem. It is as exact and simple as using a GPS; and is based on results that have been proven over and over and over again.
The first step in this process is to complete an application for a private strategy session where we will determine if we are a great fit to work together and that you are willing to do what it takes to generate the results.