• Life Insurance - including return of premium whole life, universal and term insurance; 

• Health Insurance - individual and group coverages;

• Disability Insurance - for blue and white collar workers;

• Long Term Care - for age 40 and above, and home health care;

• Credit Lines and Credit Repair;

• Annuities - fixed, indexed and variable;

• Key Person Insurance - to keep a business going if owner is injured or disabled;

Financial Services:

• 401(k), 403(b), 408(k) rollovers;

• Mutual Funds, IRA's and ROTH;

• Business Funding;

• College Savings Plans/529;

• Divorce Settlements - we have a certified Divorce Planner on staff;

• Pension Valuations;

• Business Planning;

• Estate Planning;

• Mortgages;

• Reverse Mortgages;

• QDRO’s;

• Taxes - free tax counseling for the elderly, second opinions on federal filing;

For your convenience, fill out an application form online by following the links below:

• Group Health plans

• Life and Health plans

• Long Term Care

Contact Jed Matza at extension 122 for more information on:

• Retirement planning - when can you  afford to retire?

• Expert information on Social Security/Medicaid/Investing/Annuities

.