In the Investment arena, I utilize many of the top-rated companies from Morningstar and my Brokerage House. I believe in using companies that have a long term proven track record that supports a strategy that fits your individual needs.

Investment Companies Including but not limited to:

  • Amerus
  • American Funds
  • Allianz
  • Lincloln Benefits Group
  • Franklin Templeton
  • Hartford Pensions
  • Jackson National Life
  • Oppenheimer
  • MFS Investments
  • ING

Employee Benefits

Employee Beneifts are constantly changing. I use a Brokerage House that offers a wide variety of A Rated companies and Third Party Administrators for larger firms, both for medical and ancillary benefits. This allows me to keep on the leading edge of starting and/or maintaining an effective employee benefit package.

Employee Benefits including but not limited to:

  • AIG
  • Anthem
  • Medical Mutual
  • United Health Care
  • Aetna
  • Superior Dental Care
  • Humana
  • Dental Care Plus

Individual Products

Personal benefits need to be customized to an individual's stage in life. Whether you are growing your family, building a business, protecting existing assets, or securing your legacy; we employ the services of the top rated companies and professional resources to serve those needs.

Individual Products including but not limited to:

  • Anthem
  • Medical Mutual
  • Humana
  • Mutual of Omaha
  • Banner
  • AIG
  • Genworth
  • Indianapolis Life
  • North American Life & Casualty
  • Companion Life
  • United American
Individual Products
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Fellers Financial Concepts and Cambridge are not affiliated.
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