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
    • SIMPLE IRA
  • 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. 

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn More
Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
Learn More
Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn More