When assessing your individual or group insurance needs, we examine what type of coverage you already have and rates you are currently paying. We assess what you like and don't like about your current plan. We establish what you hope to accomplish with your new coverage. Upon completion of our assessment and with your established budget in mind, we present you with our insurance recommendations.
Meet Your Insurance Team
With over 37 years of insurance experience, Frank is licensed in Accident, Life, Health and Variable Investment Products and specializes in Employees Benefits for large and small groups.
With a 32-year background in sales and marketing and 6 years in the insurance industry, Richard Tarpinian expertly directs customers on their property and casualty insurance decisions.
With over 20 years supporting JFS Planning, Deborah has fulfilled both a sales assistant and office management role.
Get a Quote
Contact us today to get an insurance quote...