We are a full-service organization, with a number of specialities.
Targeted planning for specific goals
Assistance in the selection of investment vehicles
Monitoring of plans and free "check ins"
Preparation of individual, trust and estate tax returns
Nonfilers, offers in compromise, abatements
Retirement and estate planning
10% "Round Out" Discount (Homeowners discount with auto in the same agency/company)
New Home Discounts
24 Hour Emergency Hotline (company direct lines currently and on line claims
Free Personal Risk Management Survey