Our team will work with you to develop a comprehensive, cost effective benefits program to help manage the needs of your company and your employees. We have been working side by side with business owners for over a decade to provide them with the advice and strategies they require to manage their personal and business finances and benefits. We will serve as your point person, and help you create a plan to pursue your goals.
Our key services include oversight of your personal and business finances, retirement plan development and management, group health plans, ancillary benefits (including life, disability, AD&D and long-term care insurance) as well as employee education seminars.
Additionally, we have expertise in key person benefits, golden handcuff plans, non-qualified deferred compensation planning, buy-sell funding and more.