What We Do
We Listen, We Provide Face-to-Face Services, We Care
Creating
- 25 years experience designing & implementing retirement plans
- Over 50 Retirement & 401(k) Plans
- Personalized Wealth Management
Enhancing
- Over $31 Million in assets managed
- Financial Planning
- Asset Allocation
- Succession Planning
- Professional Investment & Asset Management (Fee Based)
Preserving Wealth
- We will help you transfer your assets according to your wishes
- Retirement income and distribution planning
- Comprehensive review of your assets
- Close relationships with other advisors to facilitate your Estate Plan
Employee Benefits
- We analyze, implement and manage corporate employee benefit plans for small, midsized and large group employers
- Over 40 group clients with a combined annual premium of nearly $3.5 million
- Providing benefits to 2,300 employees and their dependents
- Fully insured and self-funded employer sponsored benefits
- Voluntary benefits for employees at “no cost” to the employer
- Multiple funding options for group medical plans include: Health Savings Accounts (HSA) and Health Reimbursement Arrangements (HRA) and Flexible Spending Accounts (FSA).
- Consulting and Administrative Services:
- Consolidated Omnibus Budget Reconciliation Act (COBRA)
- Employee Benefits Manuals
- Benefits education meetings for employees
- Family Medical Leave Act (FMLA)
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