We are a full service agency that can assist you with all of your
personal and business planning needs. The focus of this
organization is to find the best program for our clients now and
in the future. This is done through diligent data gathering,
intense marketing and research of the products available, and a
review of your plan each year to ensure your needs have not changed.
Unlike our competitors we do not work for the insurance companies, we work for you. Our multiple carrier
approach allows us to offer the best product to fit your specific needs in an evolving marketplace.
- Review Existing Employee Benefits Programs.
- Design a Group Employee Benefit Plan to
- Long Term Care
- Create Effective Employee Benefits Plans on a
Local or National Basis.
- Comply with Legislative Mandates.
- Provide Financial Results Comparing Year to
Date Data on all Lines of Coverage.
- Distribute Evaluate and Analyze Employee
Benefits Surveys on all Employee Plans.
- Assist Staff with Service Issues, Enrollments,
Eligibility and Claims Processing.
- Comprehensive Marketing Analysis at Renewal.
- Represent Clients in Renewal Negotiations to
Products and Services for Corporate Needs
As a broker we are able to work with different insurance companies to find the policy that will suit your business
in the most efficient manner. Not all business insurance needs are the same and we take the time to ask the
questions that matter to ensure your business is covered with the right product.
- Risk Management Analysis.
- Cost Containment and Loss Control for your
- Business Insurance for Areas such as:
- General Liability
- Worker's Compensation
- Inland Marine
- Error & Omissions
- Director's and officer's
- Excess & Surplus Lines
Personal Products & Services
In addition we offer several services for both Individuals and Business Owners. Individual Planning comes in
many different stages and at Stronghold Insurance & Financial Services LLC you will have a partner every step of
- Personal Insurance
- Personal Articles Floater
- Income Replacement for your Family in the
event of death or disability.
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Estate Planning
Executive Benefits & Services
The needs of an Individual can be tied in to that of a Business Owner but for the most part a Business Owner has
additional planning needs to ensure the continuity of her/his business and the funding of their goals. Like so many
other successful businesses it is important to plan for the future and let those that have invested their livelihood to
continue to grow with the business far into the future. In order to do so the business needs to be evaluated and
aligned with individual long term strategic goals to make sure the legacy is what the Business Owner wants it to
- Custom Executive Benefit Packages
- Use a team approach with your other
Advisors, such as your CPA and Attorney,
to ensure your personal planning goals are
aligned with your business goals.
- Assist you in planning a successful exit from