Is your health insurance healthy? How do you know?

Will you have the right policy at retirement?

We can help determine the best fit by providing consultation services to review your current policies or packages.*

*A consultation fee may apply and will be specified up front based on complexity and time needed.

Each year, it is vital that we review your programs to assure that you are getting the most up to date and most affordable insurance coverage.

Our annual review includes:

We will analyze your retirement package to make sure you have planned successfully for your retirement years. This includes reviewing;

We annually review small businesses. Our small business review includes: