WHAT WE DO
Provide valuable, independent, individual and group insurance advice to:
1. Save our clients’ time
2. Save our clients’ money
3. Simplify the decision making process
To provide valuable, independent, individual and group benefits advice to individuals and small businesses. Our clients are busy, successful people. They have active lifestyles and cannot always find the time to organize their financial affairs. That’s where we can help.
Most business owners wear many hats. They have to be manager, accountant, salesperson, marketer, legal department, and human resources department. The list is endless.
One aspect often overlooked or neglected is group benefits. How do business owners attract and retain key employees in a cost effective manner while adding value-added benefits?
It starts with a question – What exactly does the employer want?
Through a well defined process, we ask the right questions and get results. We are independent brokers who search the markets for the best price and the best value for our clients.
Moreover, we are Certified Financial Planners who incorporate the idea of Critical Financial Events in our plans. Critical life events are predictable (like retirement), but they can also be random or unexpected (such as the death of a spouse). That’s why we take the concept of critical financial events and apply it across all aspects of our clients’ personal and professional lives.
We aim to cushion the effects of an unexpected or life-altering occurrence so that our clients can stay on track and reach their financial goals.
Financial planning is a process – We ask questions that, together, help us create a dynamic plan as the needs of our clients change.
