Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Employee and executive benefits 

Helping your business attract and retain qualified employees through benefit packages.

Retirement planning 

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 


Looking for ways to help employers find affordable healthcare for their employees.  Jody is also AHIP certified to sell Medicare Supplement and Advantage plans, as well as ACA certified to help people individuals find healthcare plans that fit their needs through the ACA marketplace. 

Business planning

Helping business owners plan not only maintain and benchmark their employee benefits on a regular basis but also helping them plan for the future succession of the business. 

Risk management 

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. 

Education funding 

Recommending investment and accumulation strategies with a goal to help you pay for your children's education. 

Investment planning 

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.