Broker Check

Our Services

Individual Services


  • Life
  • Long Term Disability
  • Long Term Care


  • Complete Stock Brokerage Services (Stocks, Bonds and Mutual Funds)
  • Tax Sheltered Annuity Programs
  • State of Florida Deferred Compensation Rollover
  • Annuities (Qualified and Non-Qualified)
  • IRA's

Social Security

  • Determine your Primary Insurance Amount
  • Analyze your current and foreseen financial needs
  • Compare ages at which to take benefits

Please contact Scott Olson at for further details!


Group Services (Employee Benefits)


  • Health
  • Life
  • Dental
  • Vision
  • Short and Long Term Disability
  • Accidental Death & Dismemberment

Employer/Employee Retirement

  • 401(k) Pension and Profit Sharing Plans
  • Simplified Employee Pension (SEP)
  • Simple IRA's

Please contact Kelley Olson at or Joe Ciesla at for further details!