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
- Extraordinary Service
- Free Personal Risk Management Survey