Offering a broad variety of products across multiple insurance companies.
Our objective is that we not be tied to one company or provider. By having independent relationships we are able to bring a “best of breed” approach across all of our services.
- Individual insurance that includes medical, life, disability income, professional overhead expense, long-term care, key-man, buy-sell
- Estate planning
- Business transition planning
- Charitable giving and social investing
- Personal Insurance
Have a unique insurance or benefit request that we have not listed? Please contact us here – or call 208.345.9944.