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Our Services

Is your health insurance healthy? How do you know?

Will you have the right policy at retirement?

Are you offering the best policy for your employees?


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.

Annual Reviews

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:

  • Health Policies

  • Medicare programs

  • Prescription care

  • Premium vs Coverage

  • Out of pocket expenses

Individual Retirement Package Review

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

  • Pensions

  • Group health benefits

  • Other resources such as IRA and Roth IRA

  • Estate preservation

  • Life insurance

Small Business Retirement Package Review

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

  • Buy/Sell

  • Disability

  • Business overload

  • Business succession planning

  • Business owner estate preservation planning


Office Location:

3801 Germantown Pike, Suite 200

Collegeville, PA 19426

Mailing Address:

2136 Deer Ridge Drive

Pottstown, PA 19464


Tel: 484-431-8934

Fax: 877-622-2217


Monday - Friday 

8:30 am to 5:30 pm



9:00 am to 12:00 pm

Evenings by Appointment

Other Questions? Contact Us!

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