Our Experience

Steve Hartle and Paul Fernandez along with their team of professionals have over 50 years combined experience in advising the decision makers of business and families. Our clients appreciate that we work as a team, so that they receive the experience of the entire firm, rather than the knowledge of a single individual.

For the Business Owner -

We have a vast knowledge of products that will improve your marketability and improve retention amongst your employees, including, but not limited to Group Medical insurance, Dental, Vision, 401K, Simple IRA and SEP IRA. We work with small business owners on succession and retirement plans that are sound from start to finish.

We pride ourselves on developing innovative solutions for enhancing our client's competitiveness in recruiting and retaining valued employees; in addition, we have a team of experts that can provide retention options for your management team, such as Key Man and Executive Bonus Arrangements along with Deferred Compensation. 

For the Individual -

Our team has the ability to collaborate with everyone, from the novice to those savvy of the financial service industry and the products available. 

We will provide you with a complete financial analysis and review of how your largest asset - "human capital" - plays a role in your financial decisions. The tools we use will assist you in making educated decisions when it comes to selecting coverages to protect you and grow assets for your family and your legacy. 

Awards

Within our office we have consistently been among the top producers in the region.  We are continually recognized with industry performance awards including Lifetime Million Dollar Round Table member, Lifetime Council member, NAIFA Quality Award, LTCi Success Award, LUTCF designation.

Please use the contact us button to e-mail us. We can help you analyze your needs and recommend appropriate products.

*Offered by NYLIFE Securities LLC (member FINRA/ SIPC).

Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.

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Dow Jones Industrials 25,764.00 -0.38%

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