Broker Check

We Are Open - Ready for Business - Ready to Help

Client Centered

Our San Jose, California office is in Santa Clara County. "Shelter-in-Place" orders have evolved and now change is constant as regions work to open and operate safely, healthcare providers and essential workers support our communities and we manage the economic impact of the Coronavirus.

Information on vaccine development, who qualifies and new testing capabilities all are important areas we are tracking as well as opportunities to return to normal with in-person schools, travel, sports, entertainment and our extended families!

It is important in this environment to have the most up to date information available. This resource portal provides access to current local, state and US policy as well as the data that governs decisions.

The Insights Newsletter chronicles our ongoing experience together. We are here to help. Please share this information with family, co-workers and friends and invite them to subscribe to our email updates.

 COVID-19 Testing and Vaccination Information

Interactive Vaccine Tracker by Country

Interactive Vaccine Tracker by Country

go to World Tracker
Interactive US Vaccine Tracker by State

Interactive US Vaccine Tracker by State

go to US Tracker
Interactive California COVID-19 Vaccine Tracker

Interactive California COVID-19 Vaccine Tracker

go to California Tracker
California Information and Sign-up for COVID-19 Vaccination

California Information and Sign-up for COVID-19 Vaccination

go to covid19.ca.gov/vaccines
Free Access to COVID-19 Vaccine in Santa Clara County

Free Access to COVID-19 Vaccine in Santa Clara County

go to SCCFreeVAX.org
Free Access to COVID-19 Testing in Santa Clara County

Free Access to COVID-19 Testing in Santa Clara County

go to SCCFreeTest.org

Stay Informed and Connected with COVID-19 Recovery Resources

US Virus Suppression

US Virus Suppression

Learn more
Bay Area CA County Status

Bay Area CA County Status

Learn more
Southern CA County Status

Southern CA County Status

Learn more
California Cases

California Cases

Learn more
Santa Clara County Cases

Santa Clara County Cases

Learn more
US Reopening Status by State

US Reopening Status by State

Learn more
California Safety Measures

California Safety Measures

Learn more
Santa Clara Cty Public Health

Santa Clara Cty Public Health

Learn more

It's Back to School Time! What are the Current Requirements?

Getting kids back into schools is a priority but comes with multiple issues. Reference the CDC and State of California guidance and interactive tools to track progress:

Are you Ready to Travel? It Might be Time to Plan Your Next Trip!

The world feels like it is opening up to us all as we recover from COVID restrictions. There is an explosion of travel happening across the country; airplanes are full, and resorts and cruise lines are filling up for the next year. As we talk with clients, it seems like everyone is planning to travel in the coming months.

International travel has some extra considerations for US visitors. You may have to budget time to quarantine and some locations have limited access. You can use this Tracker from NBC News to research the country you are eager to visit. You can see visually on the world map as well as enter specific countries to research their rules.


We hope there is a beach or hug from a family member that you will be able to visit soon. Now is a good time to make travel plans for your next major vacation!

We are here to help you any way that we can.
Contact us if you need to talk or find you have family or friends that are looking for help.

Contact Us