HOW WE SERVE YOU
401k/4013b Retirement Advice
We will guide you through the moves you should be making in your workplace retirement plan.
Personal Financial Planning
Create a roadmap to go the distance with you through the rest of your life.
Portfolio Review
Review your investment portfolio yearly and realign based on today's needs and goals.
Insurance planning
Most Americans are either not insured or don't have the right type and amount of insurance coverage. Get a review of your insurance policies now.
Group Health Plans
We specialize in helping small and medium sized businesses manage benefits administration and reduce benefits costs.
Benefit Cost Recovery
Let us introduce you to a tax efficient method that will save you over from $500 to $1,000 per employee per year in health benefit costs.
Employee Retirement Plans
Helping your employees save for retirement is key to earning employee loyalty and increasing productivity.
Workplace Financial Wellness
Employee financial wellness and money literacy empowers workers to take responsibility for their financial future.
Profit Sharing Plans
Profit sharing plans are flexible and allow your company to decide each year how much it will contribute to employee accounts.
Benefits For The Self-Employed
The self employed sector is under-served by the financial community. We help professionals implement benefit programs equal or better than those offered in the workplace.
Business Succession Planning
Entrepreneurs owe it to their clients, their employees and their families to plan for business transition in the event of both planned and unanticipated situations.
Term Life Insurance
Term is the most affordable type of life insurance. It can help you protect your loved ones by replacing a significant amount of your income in the event of premature death.
Permanent Life Insurance
Permanent insurance is meant to last your entire life. Cash value accumulates and may be used to supplement retirement income or living benefits in case of illness.
Annuities
Annuities are contracts with insurance companies intended to accumulate money safely and without stock market volatility. Find out about the Pros and cons of annuities before you buy one.
Long Term Care
LTC is typically life insurance that provides a death benefit along with a cash benefit to help pay for nursing home care or other assisted living expenses when you are no longer able to care for yourself.
Retirement Planning
We view retirement as the ability to replace a high percentage of your income. Don't go it alone. Partner with us to help get you there.
Debt Free For Life
American consumers are burdened with debt. The fundamental step to financial stability is to eliminate bad debt and properly use good debt.