Our Services




Services may include but are not limited to:


  • Retirement Income Planning 
  • Fee based fiduciary Investment Management
  • Buy Sell and High Value Employee Retention plan
  • Captive Insurance Companies: Transform Business Risk into Wealth
  • Life Insurance Policy Review
  • Estate Planning
  • Charitable Planning
  • Life Insurance, Long Term Care, and annuites

With our team based approach we have the resources to help you with any of your personal or business planning needs.

*Visit about Portfolio Medics to learn more.