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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.
