Products & Services

Building relationships with clients is what drives us. We utilize a broad spectrum of risk and investment products to help our clients achieve financial goals for themselves, their families and their business.

Educators

Educators have a complex program of benefits. Our approach is to utilize our expertise and experience as a “team” to assist our clients in understanding and coordinating their benefits.

We provide resources for both the educator and School Corporation. Those resources include educational workshops, financial planning, retirement plans (403b’s & 401a’s), insurance solutions, and individual investment programs. We also work with educators and retirees concerning their own specific needs.