We are a boutique planning firm specializing in insurance and financial products. Our firm operates in multiple areas of financial services. One area we provide guidance in is employee benefits for small to mid-size employers (2-250 employees) and individuals enrolling or currently enrolled in Medicare.
On the personal side of our practice our planners provide a unique hands on approach with individual and family based financial programs and protection products.
Some of the areas we excel in are Group Benefits, Medical Insurance, Life Insurance, Dental Insurance, Disability Insurance, Long Term Care Insurance, Voluntary Employer Sponsored Insurance Programs and Medicare Supplemental Insurance Plans.
Our focus areas include Southeastern Pennsylvania. Counties include Berks, Bucks, Chester, Delaware, Lehigh, Montgomery and Philadelphia.
We also work in surrounding states such as New Jersey, Delaware and Ohio.
In addition we hold various licenses that have allowed us to continue to service our clients up and down the eastern seaboard that have re-located for various reasons.
Bryan has over 10 years experience as an insurance broker and continues to serve his clients with the highest standard of care. His expertise will bring comfort to your insurance and employee benefit decisions.
Employee Benefit Plans, Health, Life, Disability, Dental, Vision, Medicare, and Long Term Care Insurance Plans.
Kim is our Office Manager and is here to make sure we continue to work efficiently and effectively. We value her spirit and work ethic on daily basis. She is your additional line of contact if you are unable to reach your broker.
John brings over 10 years of insurance experience to our agency. He takes a caring approach to helping his clients through their business related insurance needs as well as their individual needs. John’s main focus is protecting his clients, their families and their businesses.
Life, Disability, Long-term Care and Group Benefits.
Kari is comes from the group and voluntary world and is here to help us develop business in our markets for employers and individuals. Kari has extensive experience in benefit enhancement programs for companies small and large.
Michele develops and services businesses in New Jersey and Philadelphia. She brings expertise in both those markets and will be helping employers, non-profits, and individuals. Michele also an expert in working with companies with multi-locations in various states.