At The Helm Insurance & Financial Services offers a wide assortment of insurance plans and financial services for individuals, families and businesses. We work with more than 40 carriers to find just the right type of coverage or financial product you need, at a price you can afford. Our services include:

Personal Protection  

         Life Insurance
         Medical and Dental Insurance
         Long Term Care Insurance
         Medicare Supplement Plans
         Health Plans for Seniors
         Disability Income Insurance
         Survivorship Insurance
         Critical Illness Plans
         Travel Insurance
         International Medical Insurance
         Annuities

Corporate and Employer Sponsored Benefits  

         Group Health, Dental and Vision Insurance
         Group Life and Disability Insurance
         Cafeteria Plans (Sec. 125)
         Retirement Planning
         Group and Multi-Life Long Term Care Insurance Plans

Business Continuity & Planning  

         Key Person Insurance
         Business Overhead
         Business Continuation
         Buy/Sell
         Executive Disability    

Additionally, At The Helm Insurance & Financial Services works closely with an assortment of legal and financial professionals. Should the need arise for to seek help from a qualified individual, we're here to help facilitate. Among the experts we maintain close relationships with are professionals in the following areas:  

Estate Planning
Financial Planning
Wealth Management
Wills and Trusts
Tax Planning