Call Us Today: (516) 381-2213
What We Specialize In
Business
We help Entrepreneurs build Fortune 500-level benefit plans for them and their families. Plans can include Medical, Dental, and Vison plans in conjunction with tax deductible Health Savings Accounts.
Personal
We help clients develop life insurance programs that combine Permanent and Term insurance to provide the best value with the proper amount of coverage to meet the dreams and obligations of their family in the event of an untimely death.
Annuity
We show clients how they can blend Annuities into their overall financial plan to provide Guaranteed Retirement Income and help offset the risks they face every day with their businesses and investment portfolios.
About Lakewood Ranch
We aim to provide our clients with the best insurance plans and policies
Lakewood Ranch is the new location for a veteran insurance broker and consultant Paul Shepherd. Paul chose to relocate his family to the beautiful LWR area and introduce his unique style of insurance management to this fast-growing area.
Paul has 28 years of insurance experience in Mid to Large Co Commercial sales, Mid to Large Co Employee Benefits sales, Estate and Business Planning Life Insurance, and Fee-Based Consulting.
