Mission Statement

At Applewood Benefit Specialists we strive to provide our clients with the service, tools and means necessary to meet all of their financial goals.

By leveraging our relationships with today’s and tomorrow’s thought leaders in the financial industry, Applewood Benefits Specialists is well positioned to meet the needs of everyone in its community, by minimizing risks through life insurance and disability products. Assisting in planning for health costs in retirement, addressing long term care risks and expenses and providing supplements for senior health care needs.

For business owners, our network of easily accessible experts in every phase of employee benefits, succession planning, etc. can help you address these time consuming but important aspects of a successful business.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.