Financial, Business & Professional Insurance Planning

Phyllis Hoffrichter
Our staff specializes in assisting individuals in getting the lowest possible term insurance rates from the country's most competitive and highly rated carriers. We will send you quotes from the five most competitive companies that fit your situation from among the top 50 companies.

Phyllis also brings a strong background in finance, investments and taxation to the role of financial advisor. She has helped hundreds of individuals through financial planning, educational and retirement funding and estate preservation planning. Phyllis is particularly expert at helping owners of closely-held businesses protect their assets, provide cost-effective employee benefits and insure the long-term life insurance in the business.