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


Tuition Savings Plans (529)

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




*Health Insurance providers are not affiliated with or endorsed by any company of the Principal Financial Group®.