Diversified Planning Concepts is operated by certified financial planners Gary A. Hooker and Don Clephane. It helps clients with tax, retirement and estate planning, college savings, profit sharing, tax preparation and IRS representation. Diversified Planning Concepts also offers insurance coverage such as disability, life and long-term care.
Terra Insurance Company is a provider of business insurance coverage. Its areas of specialty include professional liability, environmental liability, active construction management, engineer-led design build as well as toxic mold and biological pollutants.
It serves prospectively rated policyholders, retrospectively rated policy holders and custom-retro rated policyholders; these include clients in the geotechnical and civil engineering, environmental services, ACMs, and engineer-led building services.
Westland Financial Services serves clients in the insurance industry, offering continuing education, licensing and contracting services in a wide range of insurance areas. These include term asset-based long term care, conventional long term care, life insurance products, term life insurance products and annuities. The firm also specializes in underwriting services.
