Limestone Planning Group, Inc.
Limestone Planning Group, Inc. was established in 2008. In 2016 Limestone Planning Group was acquired by Firm Insurance Agency, LLC.
Patricia C. Oot, A.R.M – Managing Partner
Patty was born and raised in Fayetteville, New York. She is a graduate of Bishop Grimes High School and a graduate of Emerson College in Boston, Massachusetts. Patty manages the Limestone Planning Group benefits division and works closely with the service and sales team on daily operations. Patty holds the designation of Associate in Risk Management, and is the Managing Member and owner of Firm Insurance Agency, LLC and majority owner of Limestone Planning Group, Inc., Patty resides with her husband and two children in Manlius, New York.
Daniel P. Jeffery, CFP©, CRPC© – President
Dan was raised in Manlius New York. He is a graduate of Fayetteville Manlius High School and a graduate of Plattsburgh State University of New York. Dan operates in our group benefits division and works closely with our group accounts for health insurance, group disability and other group products. Dan holds the designation of Certified Financial Planner and Chartered Retirement Planning Councilor. Dan is the President of Limestone Planning Group as well as a Financial Planner with Lincoln Financial Services. Dan resides with his wife and their two children in Manlius, New York.
Teresa Marsh – Group Benefits Coordinator
Teresa joined Limestone Planning Group in 2017. Teresa has extensive experience in the employee benefits field. Teresa was formerly employed by RK McKinnon & Associates/McKinnon Benefits Group where she handled the customer service for many of the Limestone Planning Group accounts. Teresa works closely with our group benefit accounts to assist with all aspects of their service.
Some of the employer based products we offer include: Medical, Dental, Vision, Life, Disability (Statutory, Supplemental, Short and Long Term), Health Reimbursement Account – (HRA), Health Savings Account – (HSA), Flexible Spending Account – (FSA), Medical Bridge, Retirement Planning, Key Person DI/Life.
Our voluntary/contributory benefits we offer include: Accident, Critical Illness – Specified Disease / Cancer, Medical Bridge, Disability, Life and Supplemental Savings.
The carriers we currently represent include:
- Columbian Mutual Life
- Davis Vision
- Excellus BC/BS
- GEO Blue
- Lifetime Benefit Solutions
- Lincoln Life
- United Healthcare
- VSP Vision
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