Life Insurance Plans
Your life matters, especially to your loved ones. Watch a quick video message from our founder, Eric Haglund, on the importance of life insurance protection and read more about the options that may be available to you.
Employee Retirement Plans
For more than two decades, we have served employers and employees in the southeast with exceptional benefit plans and services.
Special Enrollment Period for Life-Changing Events
Were you recently married? Had a baby or adopted a child? Changed jobs? Under certain circumstances, you may be eligible to apply for health coverage during a Special Enrollment Period. Call Today: (678) 680-6061
Simplified Health Insurance
Medical insurance is confusing. Our independent markets allow us to offer multiple options and our experience helps you to simplify the process.
Affordable Life Insurance
We continuously monitor the marketplace so that our clients have the best possible rates for their term and permanent insurance needs.
For more than three decades, we have served employers and employees in the southeast with exceptional benefit packages, including Qualified Retirement Plans.
Led by Eric Haglund, our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way.
We encourage you fill out and print/save this Wealth Organizer PDF, and hold that tough but necessary conversation about your desired financial legacy with loved ones.
Download the File
Committed to helping people create solutions for their retirement assets.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.