Empowering You with Comprehensive Personal Benefits

You are your most valuable asset. We help you access the benefits you deserve, including retirement planning, health insurance, and supplemental coverage.

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Our Services

Retirement Planning

  • 401(k) Plans: Customized plans designed to help you secure your financial future.
  • Pension Plans: Offering robust pension solutions for long-term financial stability.
  • Retirement Education: Empower yourself with the knowledge needed to make informed decisions about your retirement.

Health Insurance

  • Individual Health Plans: Comprehensive health coverage tailored to meet your personal needs.
  • ACA Compliance: Guidance in choosing plans that align with Affordable Care Act requirements.
  • Health Savings Accounts (HSAs): Tax-advantaged savings options to manage your healthcare expenses.

Supplemental Insurance

  • Accident & Disability Insurance: Protect yourself against unexpected events with comprehensive coverage.
  • Life Insurance: Ensure peace of mind for you and your loved ones.
  • Critical Illness Insurance: Financial protection for life’s most challenging health events.

Additional Services

  • Wellness Programs: Promote a healthier lifestyle with customized wellness initiatives.
  • Compliance Support: Stay informed and compliant with the latest health and retirement regulations.
  • Onboarding & Education: Seamlessly integrate new benefits into your life, with ongoing education to help you maximize your coverage.

What people say about us

Stephanie Wabash:

"Working with Shane has transformed my retirement planning. I feel more secure and confident about my financial future."

Caroline Dunn:

"Corrine made understanding and selecting my insurance plans easy. Her expertise is truly unmatched!"

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Why Choose Us?

  • Personalized Solutions: We tailor our services to fit your unique needs and financial goals.
  • Expert Guidance: Our experienced team helps you navigate the complexities of personal benefits.
  • Seamless Implementation: We handle everything from plan selection to enrollment, making the process easy and stress-free.
  • Ongoing Support: We provide continuous assistance to ensure your benefits remain effective and up-to-date.

Want To See Some Numbers Before Speaking With Us?