Retirement, Insurance and Benefits

An independent benefits and insurance advisor, placing your interest first.

Benefits normally start at work but continue after leaving an employer or retiring. If you are looking for business solutions to provide benefits to your employees, we can assist you with enrollment services, core and voluntary benefits.

If you have left and employer or have retired you may have a set of questions involving your individual situation. We are here to help you with retirement plan rollovers, Medicare solutions and life insurance.

Group Benefits

Do you know what is the cost and tax savings of a new company benefits package? Benefits can be paid by either the company or employees; or both. Finding the right combination takes getting to know you and a little bit of "know how".

We  are bilingual, English and Spanish.

Medicare Plans

Do you know the difference between a Medicare Supplement and a Medicare Advantage plan? Did you know that there may be $0 monthly in your area that from which you can benefit? Do you know what the requirements for joining a Medicare plan are? We can help you find answers to these questions today.

Retirement and Annuities

How do I safeguard my retirement plan against market losses and get guarantees on my principal and interest rate? We have several options that also guarantee your income.

Life Insurance

How do you best protect those who depend on you financially, or leave a legacy that will make an impact on future generations? Life insurance is a tailored-to-fit service that requires an agent who will put the interest of your beneficiaries and yours first.