Our Firm

We are dedicated to providing professional services for our clients and their professional advisors in the specialized fields of insurance, investments and retirement plan installation.

Executive Benefits Design / Momentum Insurance is a full service insurance agency offering commercial and residential insurance products.  For business this includes liability, property, commercial auto, workers compensation, pollution liability and professional liability.  For individuals this includes homeowners, auto, life, disability, long term care, prepaid legal and annuities.

We assist our clients with establishing and managing employee benefit plans that increase productivity, reduce turnover, attract / retain employees, and improve company profits.  These benefit plans include health, dental, vision, life, disability and retirement plans.