Business Owners Policies
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In addition to medical malpractice insurance, we also offer other types of insurance and services to our clients such as: Business Owners Policies, College / Retirement Planning and Tax Services to name a few. 

Personal Financial Management

  • Targeted planning for specific goals 
  • Assistance in the selection of investment vehicles 
  • College Planning
  • Retirement Planning
  • Goal setting
  • Monitoring of plans and free "check ins"

Tax Services for Individuals

  • Preparation of individual, trust and estate tax returns
  • Tax forecasts
  • Nonfilers, offers in compromise, abatements
  • Retirement and estate planning

Business Owners Insurance

  • General Liability and Property Coverage For your office. 
  • Excellent rates for physician practices
  • Business  owned vehicles 
  • Extraordinary Service
  • Free Personal Risk Management Survey