The Financial Planning Association, Society of Financial Service Professionals, Who's Who in Finance

Our Firm is a complete Insurance Brokerage and Financial Services office. We have on staff Certified Financial Planners (CFP), Chartered Life Underwriters (CLU), Registered Tax Preparer (EA) and a Registered Health Underwriter (RHU). Since 1976, the firm has provided services to Professionals, Business Owners, Corporations and Individuals throughout the Western United States. Insurance and investment products are provided through various primary and brokerage sources. All recomendations are closely monitored to assure our clients of stability and security. We work for and with our Clients. We have been involved with the development of advanced employee benefit programs, Health Savings Accounts (HSA) and consumer driven health plans since their inception.