We began in 1985 serving the communities of Newmarket, Bradford and Aurora, specializing in retirement and estate planning, life and disability insurance and employee benefit plans for business owners and professionals.
Today, on behalf of our business & individual clients we provide financial advice on client portfolios totaling over $120 million of investment assets, over $100 million of annual life insurance premiums and consult on a number of health benefits plans for businesses across the country.
