Services Available
Life, Accident & Health
With access to over 100 carriers, we will find the best and most appropriate policies to meet your financial goals and needs. From final expense to term to children's policies, we have you covered.
Retirement Planning
The best time to think about retirement is well before you are ready to retire. As your trusted partner, we will work towards making your retirement dreams a reality.
Small Business
FSAs/HSAs, Key Employee Insurance, Business Owner's Policies, E&O, Malpractice, Retirement plans and more - we have your small business needs accounted for from A - Z.
Wills & Estate Planning
Some insurance policies come with this service, or we can connect you to a referral partner. You've worked hard for your assets, now let's get the legal aspect settled.
Debt Repayment
While we will always focus on protection first, it's not an either or situation. We will design a debt repayment plan for you, or in some cases, we may use our referral partner.
E&O + Malpractice
If you simply need some quick quotes to renew your E&O or malpractice insurance, please email: hello@deseree.net.
