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PHA Services

While working with you to develop a customized financial strategy, we will walk you through a step-by-step process to help you make informed, confident decisions in keeping with your financial goals.
 
Once your goals have been identified, we will present appropriate strategies designed to suit your objectives. 
 
We can help you execute a sound financial strategy utilizing the following products and services:
 
 

Services for Individuals & Families

 

Health, Life, Disability Income & Long Term Care Insurance

 

Retirement Savings Plans, Estate Planning

 

Annuities
 

Tuition Savings Plans (529)
 

Life & Structured Settlements

 

Medicare Supplement & Advantage Plans

PDP - Prescription Drug Plans

 

Services for Businesses

 

Employee Group Benefit Plans

Voluntary Group Benefit Plans

Insurance:  Health, Life, AD&D, Short and Long-Term Disability, Dental

 

Consumer Driven Health Plans

Health Savings Accounts - HSA

Flexible Spending Accounts - FSA 

Health Reimbursement Arrangements - HRA

 

 

Stop-Loss / Self-Funded / Administrative Service Only Plans

 

Buy-Sell / Key Person Arrangements

 

Executive Bonus Plans

Nonqualified Deferred Compensation Plans

 

Qualified and Non-Qualified Retirement Savings Plans

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck