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A diverse source of services for both business and consumer financial needs
Business & Commercial Lending

We understand that it can be a challenge to work with traditional banks and meet their strict guidelines to acquire funding for your business or commercial real estate investments. We work with many lenders nationwide that truly understand individual situations, responsibilities, income and liabilities.

Commercial & Workers Compensation Insurance

Bigger isn't always better but when it comes to purchasing workers compensation at the lowest rates, having a national agency on your side is a big deal. We've negotiated unique programs with many of our company providers that offer competitive pricing along with flexible payments options.
Key Employee & Group Insurance
Have you thought about what would happen to your business if you lost your best employee?
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Have you considered what you're employees needs are?
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These are very sensitive subjects that can be uncomfortable on a day to day basis.
We bring expertise and knowledge when it comes to understanding your business and employee needs.
 Financial Literacy 
 This is a highly sensitive topic.  So important that a separate  website  is needed.
You will be redirected to a different website after clicking Wealth Wave.
PLEASE NOTE: The information is being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. 
College Planning
Assisting students and parents successfully navigate the complex college preparation, admissions, selection, and financial aid process.
All Commercial Insurance
Your business deserves as much coverage as your personal needs. Wether you rent or own a building, we have competitive pricing that aligns for the proper coverage for your business needs.
Residential Home Insurance
Our lending group understands that not every person has a perfect income, creditor lifestyle. Our goal is to understand your current situations, analyze it and create a plan to help you get in the home you deserve.
Home, Auto, Boat and Motorcycle insurance
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Do You have your payment scheduled on automatic payment?
Sometime because these are automatic, we forget to review them. Let us take a look at your existing coverage and you might be surprised how much you can save on an annual basis. Let us do the heavy lifting for you!
Business Supplemental Insurance
Imagine becoming sick or getting into an accident and not being able to pay your monthly responsibilities.
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How will this effect your family and children?
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This life scenario can be very real and unexpected. Let us help you with the proper guidance to best suit your needs.
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Financial Wellness Assessment
Available for both business and consumer needs. Business assessmentsare both owner and employee centric focused.  
Bookkeeping/Payroll
Every business needs to have structure in the back end as much as the front end. We are able to help you keep track of your payroll and expenses to ensure that at tax time you have all your documentation in order and in line for your tax preparer to file to the irs.
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