Our Experience

Steve Hartle and his team of professionals have over 40 years combined experience in the financial services industry.  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 knowlege of products that will improve your marketability and improve retention amongst your employees, including, but not limited to medical, dental, vision, group life, and 401K.

You can count on our team of professionsals to provide employee enefit benchmarking through our various business partners in order to provide details f options tht are aravaliable and advise on the appropriate action to take in regards to a benefit plan design.  We pride our selves on developing innovative solutions for enhancing our clients competitiveness in recruiting nd retaining valued employees; in addition, we have a team of experts tht can provide retention options for your management team, such as Key Man and Executive Bonus Arrangements and Deferred Compensation. 

For the Individual -

Our team has the ability to collaborate with everyone, from the novis to those savvy about the insurance industry and the products available, in order to design a portfolio that meets each clients specific needs. 

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.  We are well versed in the various health and life insurance products, and using our tools we can assist you in making an educated desicion when it comes to selecting coverages to protect you, your family and your legacy. 

Within our office we have  consistently been amoung the top producers in the region.  We are continually recognized with industry performance awards including Executive Council, NAIFA Quality Award, LTCi Success Award.  In addition, Steve has personally been a qualifed member of MDRT for 2002, 2003, & 2005. 

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).

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