What We Can Do For Small Business Owners

Most busy business owners are looking for a one-stop shop for their business needs yet oftentimes are disappointed with the lack of expertise and service in the key areas listed below. Our approach brings together a Team of Experts with over 100 years of collective experience to work with you throughout the lifecycle of your business.

Insurance/Risk Management

• Commercial Property & Casualty - Mimi Watson
• Personal Property & Casualty - Connie Prince
• Individual & Survivorship Life - Andy Roberson
• Individual Disability – Connie Prince
• Individual Long Term Care – Connie Prince
• Individual Health & Medicare Supplements – Sandy White

Group Benefits - Ronald Bland

• Group Health, Dental, Vision, Disability, Life, Long Term Care

Payroll – Jenna Avenell

Human Resources – Jaime Orendac, SPHR -CA

Retirement Plans - Andy Roberson, CFP®

• 401(k)
• Defined Benefit Plan
• SEP-IRA
• Simple IRA

Business Succession Planning - Andy Roberson, CFP®

• Buy Sell Agreements
• Mergers & Acquisitions
• Family Transfers
• Key Employee Fringe Benefits (Golden Handcuff programs, Stay Bonus)
• Key Man Life Insurance

Business Owner & Executive Financial Planning - Andy Roberson, CFP®

• Retirement Planning
• Wealth Management
• Estate Planning