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Insurance Services

Individual Coverages for:

  • Life Insurance

  • Long Term Disability Insurance

  • Health Insurance

    • Direct to Carrier

    • Covered California

    • Medicare Supplement & Drug Plans

  • Long Term Care Insurance

  • Dental Insurance

  • Vision Insurance

Employee Benefits

Along with the many types of coverages and accounts we provide we also have a number of value-added services we provide. Our goal is to make your life as easy as possible and to be an extension of your HR team.

  • Group Insurance Coverage for:

    • Health

    • Dental

    • Vision

    • Long Term Disability

    • Life

    • Accidental Death & Dismemberment

    • Critical Illness

    • Hospital Indemnity

  • Third Party Administration Coordination

    • Cobra

    • HRA

    • ICHRA

    • FSA & Dependent Care

  • Group Retirement Plans

    • 401(k) Profit Sharing

    • 403(b)

    • SEP IRA

    • Simple IRA

    • Defined Benefit

    • Executive Compensation

Wealth Management

We do not believe in a one size fits all approach. There is not one product available that stands above the rest, each product can have a nice fit relative to your goals.

  • Annuities - Insurance products with a wide variety of designs that ultimate allow the consumer to offset risk to the insurance carrier. 

  • Investment Accounts

    • Tax Deferred - A tax deferred investment account has advantages relative to what tax exposure it may have, therefore certain types of investments may be better held within a tax deferred account versus a taxable account. 

    • Taxable - Conversely, if an account is taxable then it may be appropriate to manage the tax exposure in order to minimize the tax burden. This could mean you keep more of your money even if the returns might be lower than the less tax efficient portfolio.

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