| Products: | Newsletters, Employee Benefits |
| Services: | Estimates, Newsletters, Assessments, Team Building, Reservations, Consultations, Employee Benefits |
| Specialties: | College Savings Plans, Consultations, Employee Benefits, Successions, Team Building |
| Special Hours: | Reservations |
| Credit Rating: | Very Good |
| Sales Volume: | 1M - 2M |
| Employee Size Range: | 5-9 |
| Franchise/Chain: | Standalone |
| Number of PC's: | 2-9 |
| Square Footage: | 0-2499 |
| Fortune 500: | No |