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Dear Clients; As we have met with many clients over the years, we recognized that some of them wanted or needed investment services that were outside our scope of expertise. In the past, when a client expressed interest in portfolio management we did not have a satisfactory solution to offer them and, noticed that many…

When the single payer bill, SB 562, (Lara/Atkins), was introduced last month, the bill was a really just a short statement which had little information about how the legislation was to be implemented.　 Last week, it was amended with more substantial details.　 This legislation attempts to promise all healthcare services to be available ”free’ to…

Click here for a life insurance quote See how easy and affordable it is to get your family protected.

AARP, Anthem, and other carrier are now offering plan G in our area at attractive rates. Everyone loves plan F because of the no deductible, no co-pay structure. What many don’t like is the price. Check in and lets look at the options you may find attractive with Plan G or the Deductible version of…

Don’t find out the hard way that you could have had better health insurance or that you have to repay part of your tax credit/Subsidy. Report your changes in household income, address, etc. promptly. If you need help, please call our office and ask one of our benefits specialists to guide you. For more information…

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Click here for quotes and plan comparisons! Our new Spirit Dental plans have no waiting period, and offer a higher percentage payout for claims paid the longer you have the plan.