Our Services

We currently offer all of the following services: 

 
FOR INDIVIDUALS
  • Disability Income Insurance
  • Term Life Insurance
  • Permanent Life Insurance
  • Financial Planning
  • Retirment planning
  • Estate Planning
  • IRA (Traditional & Roth)
FOR VETERINARY PRACTICES
  • Business Overhead Expense Insurance
  • Health Insurance
  • Dental Insurance
  • Negotiation of benefits
  • Practice transfer strategies
  • Key person protection
  • Retirement plans (401(k), 403(b), SEP & Simple IRAs)
  • Group benefits
  • Buy-Sell Agreements
  • Executive Benefit Strategies
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck