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Guiding Financial Success

A one-stop shop for all of your insurance & financial planning needs

Dedicated to understanding the unique needs of each client & work closely with our clients to develop and manage a plan to help them accomplish their financial goals.

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ABOUT US

We offer Insurance & Financial Services

Route Three offers a full array of insurance and benefits services. We are dedicated to understanding the unique needs of each client and work closely with our clients to develop and manage a plan to help them accomplish their financial goals.

Founder Ralph Weber holds his CFP designation both in the US and in Canada, and focuses on cross border planning issues. Advanced planning designations include CLU, ChFC, ChSNC and AEP, which give him extensive background in planning issues and estate planning as well as for special needs dependents.

Quality Services

Astute Planning

BUSINESSES

We assist businesses with the day to day financial planning

Route Three helps out with Employee Benefit Consulting, Third Party Administration assistance and with Business Succession Planning. Click below to know more

Third Party Administrator (TPA) Services

Third Party Administrator (TPA) Services

A third-party administrator (TPA) plays a critical role in managing and administering employee benefits for organizations. At Route Three, we understand this.
Business Succession Planning

Business Succession Planning

Business succession planning is the process of creating a plan to transfer ownership and control of a business from one generation to the next, or to a new owner.

Employee Benefits

Group Health

Employee Benefits include any program or plan of insurance offered to your employees (and sometimes sub-contractors).

Group Disability Insurance

At Route Three, we understand that your income is your livelihood.

Health Savings Plan

A Health Savings Plan (HSP) is a type of medical savings account that allows individuals to save money tax-free for healthcare expenses.

Individuals & Families

How We Assist with Individual & Family Financial Planning

Latest blog

Our Latest Blog & News