A personal approach to insurance planning

As individual investment needs vary, so do insurance needs. Our personal approach carefully and effectively matches appropriate insurance products to a particular client's needs. As clients continue to re-evaluate their life insurance coverage, seek out better health care options and increase their retirement income, our Insurance Group responds with comprehensive planning and placement. We pride ourselves on recommending solutions for corporate, as well as personal clients. Business Continuation Planning and Charitable Bequest Planning are only two of the many areas we specialize in.

Director
DAVID G. FRANK, V.P.
Chartered Life Underwriter, Chartered Financial Consultant