We provide many financial services to our clients including:
Group Employee Benefits
Which can include Health Care, Dental Plans, Life Insurance, Retirement Plans & Personal Financial Planning!
We provide a wide and varied set of benefit plans from tailor-made self-insured plans to limited-benefit, low cost plans that provide for basic services and rock-bottom costs. We offer Blue Cross/Blue Shield coverage and a host of Consumer-Driven benefit plans that can do everything from 100% coverage to bare-bones plans.
401(k); 403(b); Simple IRA; SEP; Individual 401(k) plans, IRA’s, College 529 plans and other investments.
In today’s climate of higher government deficits, an uncertain investment market, and a volatile stock market, our retirement planning and investment services provide many of the leading companies and plans in the industry, as well as a number of innovative and versatile investment options.
Estate Planning and Business Protection and Continuation
Buy-Sell options; Key Man protection; Deferred Compensation and insurance plans that take into account the fluctuating cash flows of a volatile economy are just a few of the services we offer in this under-serviced area for small businesses and even larger ones.
Group Employee Benefits
Which can include Health Care, Dental Plans, Life Insurance, Retirement Plans & Personal Financial Planning!
We provide a wide and varied set of benefit plans from tailor-made self-insured plans to limited-benefit, low cost plans that provide for basic services and rock-bottom costs. We offer Blue Cross/Blue Shield coverage and a host of Consumer-Driven benefit plans that can do everything from 100% coverage to bare-bones plans.
401(k); 403(b); Simple IRA; SEP; Individual 401(k) plans, IRA’s, College 529 plans and other investments.
In today’s climate of higher government deficits, an uncertain investment market, and a volatile stock market, our retirement planning and investment services provide many of the leading companies and plans in the industry, as well as a number of innovative and versatile investment options.
Estate Planning and Business Protection and Continuation
Buy-Sell options; Key Man protection; Deferred Compensation and insurance plans that take into account the fluctuating cash flows of a volatile economy are just a few of the services we offer in this under-serviced area for small businesses and even larger ones.