Broker Check

Employee Benefits

Do you have wonderful employees and want to offer them benefits but don't know where to start? 

We can help create a benefits package that best fits your needs. All benefit plans are specifically built for each business client. 

What do you get? 

  • Retirement Plans Education 
    • 401k
    • 403b
  • Custom Selected Insurance Plans
    • Major Medical Health Insurance
    • Group Life Insurance
    • Group Vision Insurance
    • Group Dental Insurance
  • Financial Literacy Education for Your Employees

What do you pay?

  • Retirement Match if in Plan
  • Insurance Premiums 
  • No Additional Cost for Consultation

Why do we do this?

       As a small business owner you wear a multitude of hats in a single work day. Let us take one hat off your plate. You also work hard to find and train good talent. We want to help you keep that talent by providing competitive employee benefits. 

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
Learn More
Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Learn More
Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
Learn More