Products & Services

Our Areas of Focus

We administer all facets of benefits from Health Insurance, 401k plans, Ancillary Benefits and    Technology Platforms, to Financial Planning services and Executive Benefits. Using all major insurance & Investment companies available, we find the best package of benefits at the lowest cost.

 



Retirement Planning Installation & Analysis:      


 401(k)


 Profit Sharing


 Defined Contribution Plan


 Defined Benefit


 Deferred Compensation Plans


 Simplified Employee Pensions (SEPs)


 Simple IRAs


      


Employee Benefits Products


 HR Technology


 Employee Educational Programs


 Health Insurance


 Dental Benefits


 Vision Care Benefits


 F.S.A & H.S.A Plans


 Group Life & Disability Insurance


 Long-Term Care Insurance


 Legal Shield


 Identity Theft Protection


 Payroll


 PEO’s


 Accident, Cancer, Hospital Plans


 



 Business Continuation Planning



 Business Overhead Insurance



 Disability Buyout


 Buy-Sell Agreement Funding


 



Financial Planning



  Comprehensive Financial Plans



  Expense and Debt Analysis



        Student Loan Refinancing



        Mortgage Refinancing



  Pension Income Analysis



 


Wealth Accumulation


 Investments


Traditional and Roth IRA


Education Funding Strategies


Retirement Planning 



Family Protection



 Life Insurance


 Disability Income Insurance


 Long-Term Care Insurance


 Medicare Supplement & Medicare Advantage Plans        



Estate Planning 



Charitable Planning Strategies