As a leader in the Connecticut insurance and financial marketplace with staff members suited to assist large employers, small businesses, individuals, and seniors we are ready to assist you with all of your insurance and financial needs. Our services include: EMPLOYEE BENEFITS We work with our clients daily to improve their employee benefits package, retain current and future employees, and minimize costs through a multitude of functions. COMMERCIAL INSURANCE As a business owner your time is valuable so let us do the work for you not only shopping for the best commercial insurance but keeping you up-to-date with the ever-changing insurance marketplace. INDIVIDUAL HEALTH INSURANCE BENEFITS We have the experience and knowledge to help guide you through all your important coverage decisions. Our ultimate goal to help you and your family plan today to protect for the future. Our expertise can help you with the following decisions: Health Insurance, Life Insurance, Disability Insurance, & Ancillary Coverages. HOME & AUTO INSURANCE Our Connecticut home, auto, and umbrella insurance products offer robust coverages and competitive pricing. We pride ourselves in doing a full coverage analysis to make sure our clients and their families are properly protected. MEDICARE ENROLLMENT Navigating the transition into Medicare can be a confusing and cumbersome experience. Our experienced agents walk our clients through the process and advise based on each individual’s particular situation. INDIVIDUAL FINANCIAL PLANNING: Whether it is retirement planning, wealth management, college planning or accumulation, we work with you to create a plan that is as individual as you are. ESTATE PLANNING We can help you protect your family’s future by establishing plans for long term care, asset protection, and wealth transfer. CORPORATE PLANNING Providing retirement plans and rewarding employees for business success through executive compensation.