We are a full-service financial planning and corporate benefit consulting firm committed to helping businesses and individuals pursue their financial goals. We specialize working with health care professionals and organizations.


The services we offer Individuals/Professionals, Business Owners and their Families include the following:

Financial Planning, Retirement Planning, Business Continuation Planning, Asset Management, Estate Planning, Long Term Care Planning, Risk Management and College Savings Planning.

For Corporate and Self-Employed clients, we custome-design, implement and service benefit plans such as:

 403(b), 401(k), Profit Sharing and Defined Benefit Plans, SEP(Simplified Employee Pension), Group and Individual Disability, Life Insurance, Group Medical Insurance, Long Term Care Insurance and 529 College Savings Program.

The products we offer include:

Life insurance, annuities, managed accounts, long term care, disability insurance and health insurance.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Our job is to help our client focus and do what they do best, without losing focus on their financial goals. We will hold your hand and help you make sound financial decisions.