Services

We support and become an extension of your Human Resource Department. We are involved with not only your director’s needs but also your employees’ needs and questions. We provide onsite enrollment for new employees and open enrollment support. If an employer portal is…

Medicare We are the experts who can help you through the confusing task of understand the Medicare Plan Options. For example, what’s the difference between Medigap and Medicare Advantage plans? What type of Prescription Drug Plan is right for me? Do I need to purchase…

We are elite financial professionals working with one of the nation’s top qualified retirement platforms-Unified Trust. What makes Unified Trust unique? Five characteristics set Unified Trust Company apart from other qualified plan providers: One of the Nation’s only…