Services

Individuals

Life & Disability Income Protection
Long Term Care Insurance
Money Management*
Wealth Accumulation
Retirement Planning
Estate Planning
* Investment advisory services offered through HTK

Additional Planning Services

Cash Management
Debt Elimination
College Funding
Charitable Giving
 

Professionals/Business Owners

Employee Benefits
     Major Medical
     Dental
     Group Life
     Group Short Term and Long Term Disability
     Voluntary Benefits
     Pension Design & Administration
Executive Benefits
Supplemental Life & Disability Income Protection
Business Insurance
Succession Planning
 

Mickey and his team are sincere, honest businessmen, who are extremely efficient and consultative. They really keep your best interests in mind.

Gary Zander, President and CEO, Project One, Inc
New York, NY

The provided testimonial may not be representative of the experience of other clients and is no guarantee of future performance or success. This testimonial stems from the client’s experience as a securities and/or insurance product customer only, and is not reflective of the experience of an investment advisory client.