Broker Check

Services for Employers

We partner with you

We have had decades of experience servicing small and large companies in creating and supporting flexible and affordable employee benefit and retirement plans. Keeping up with compliance guidelines and preparing your employees for a comfortable retirement requires time, experience, and hard work. We bring those valuable assets to the table for you. We team with you in creating plans that fit your company’s needs. We’ve built relationships with a vast network of insurance carriers and we constantly research the most cost-effective retirement plans, enabling us to provide you many options in designing your company’s 401k retirement and insurance plans.

We offer individual support

Not only do we manage benefit packages for your employees, we provide assistance for them long after we’ve implemented their plans. We have the ability to find cost-effective plans and provide you with your own dedicated service professional to deal with day-to-day issues. This advantage goes a long way in helping you to retain employees. As your employees gain support from us, you can focus more of your time on reaching your business goals.

Intuitive technology

As your partners, we want you to see your information without going through complicated technology to get to it. We’ve built your accounts so that you can easily access them using common sense, intuitive platforms. Your data security is of upmost importance to us—we are vigilant in protecting it.

Group Employment Benefits

Medical Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Plans

Retirement Services Businesses

Pension, Profit Sharing, 401(k) Plans, 403b Plans
Cash Balance Plans
Buy/Sell Agreements
Simple and SEP IRAs
Deferred Compensation and Defined Benefit Plans
Succession Planning
Executive Benefits

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