OUR SERVICES ARE

YOUR SOLUTIONS

EVERY CLIENT MATTERS

ABOUT US

Strategic Planning for Businesses and Individuals

T. Spencer, Samuels Insurance & Financial Service firm is an Independent Insurance & Financial Services company. Our independence allows us to provide comprehensive services to all individuals and businesses for their specific Financial Planning needs. We specialize in Employee Benefit Planning, In-Depth Financial Planning & Exit Strategies. We provide the services you will seek to help you pursue your financial goals. We are always improving and evolving our strategies & technology, so that we are cutting edge with individuals and employers who are focusing on Employee Benefits, Planning or Exiting a Business ensuring a streamline approach with compliant success.

PROTECTING YOUR PRESENT AND FUTURE

Our Insurance & Financial Services

Group EMPLOYEE BENEFITS

Our online Branded Company Portal allows electronic enrollment through our ever-evolving technology based system; business owners to manage benefits effectively with the most current plans and data.

HR & ONBOARDING SERVICES

Our HR and Onboarding Portal provides companies an edge to be both efficient and effective when completing HR related tasks to allow more time for Revenue Producing activities.

ASSOCIATION BENEFITS

The 2 largest revenue line items affecting growth in every organization today are Attracting and Retaining Members. With our 401k Plan and Group Benefit offering your organization will excel.

RETIREMENT & ESTATE PLANNING SERVICES

At whatever stage you are in life, the need to create a plan to take care of yourself and the people in your life is extremely important. College Planning, Financial Planning & Estate Planning offer the best roadmap to reach all of your financial goals.

BUSINESS PLANNING SERVICES

A business will go through many stages through the years. From the beginning stage through growth and into succession planning a need to have professionals will make a difference.

RISK MANAGEMENT

For Centuries people have searched for financial security through protection for themselves and their families. We assist with an in-depth evaluation of Life Insurance, Disability Insurance & Long-Term Care Insurance specific to your situation.