What We Do

We Listen, We Provide Face-to-Face Services, We Care

Creating

  • 30 years experience designing & implementing retirement plans
  • Over 50 Retirement & 401(k) Plans
  • Personalized Wealth Management

Enhancing

  • Overseeing more than $95 Million in assets
  • 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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