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Address:
125 Cottage Place, Charlotte, NC 28207
Phone:
704-376-7434
Fax:
704-342-3855

Our Agency has been serving the Region since 1974 and we offer a full array of Insurance & Financial Products and Services including:

  • Group Medical, Life, Dental and Disability Plans
  • Employee Benefits Consulting
  • Long Term Care Insurance
  • Executive Compensation and Business Continuation Plans
  • Individual Life and Health Insurance Products
  • HSA and HRA Plans
  • Retirement Programs  and 401(k) Plans
  • Fixed and Variable Annuities
  • Estate and Financial Planning

FOR BUSINESSES: Evaluation, design, implementation and funding of Employer and Employee benefits plans.  A solid employee benefits package is essential for businesses to attract and retain high calibre employees and maintain a productive workforce.

FOR INDIVIDUALS AND FAMILIES:  Insurance, retirement, estate planning and needs funding.  A comprehensive written personal program is vital in order to protect your existing asset base while accumulating future wealth.

 

Click here for a map and driving directions to our office.