What we do

For Business owners

Running your small business can be challenging to say the least.  You have to be able to wear many hats and do things that are not what you are good at.  You have to balance the bottom line with making sure that your customers and employees are happy. 

How can I help you?

Let me take over your benefits administration:

-Employee Benefits Programs
-Employee Loyalty Programs
-Employee Education

for families

Planning for families in today's world can be complicated.  There are many challenges that did not exist for earlier generations. Families can also have additional problems and complications with the premature or natural passing of a parent if the proper planning has not been done beforehand.  

How Can I Help You?

-Cash Flow Coaching/Budgeting
-Protection Analysis
-Employee/Employer Benefits Analysis
-Estate Planning
-Tax-Efficient Strategies
-Retirement Planning