Our Services & Products

Business Resources

SERVICES

  • Employee Benefits Consulting
  • Retirement Plan Consulting
  • HR Support & Compliance Services
  • Cost Reduction & Risk Assessment
  • Employee Education
  • Onsite & Online Enrollment Service
  • Business Continuation Planning
  • Business Owner Key Employee Benefit Planning

PRODUCTS

  • 401(k) and Group Retirement Plans
  • Business Owner Key Employee Benefit Plans
  • Group Fully Insured Health Plans
  • Group Self Funded Health Plans
  • Group Dental ,Vision & Hearing
  • Group Life, Disability & Long Term Care
  • Health Savings Accounts ( HSA)
  • Health Reimbursement Arrangements (HRA)
  • Workers Comp & Business Liability Insurance
  • Guaranteed Issue Voluntary Benefit Plans
  • Part Time Employee Benefit Plans
  • Group Medicare Plans
  • Payroll Deduction College Savings Plans
  • Business Travel Plans
  • Buy Sell Agreements
  • Sec 125 Cafeteria Plans
  • Wellness Plan Services
  • Business Auto Insurance

Personal Resources

SERVICES

  • Fee Based Financial Planning
  • Investment Income Planning
  • Risk Analysis & Management
  • Tax Preparation, Planning & Review
  • Insurance Contract Review
  • Health Care Cost Planning
  • Morningstar Portfolio Review
  • Social Security & Medicare Planning
  • Education Funding Planning
  • Life Insurance Needs Analysis
  • Estate & Charitable Planning
  • Beneficiary Planning
  • Final Expense Planning

PRODUCTS

  • IRAs and Roth IRAs
  • 401k Rollover Accounts
  • Asset Management Accounts
  • Asset Timing Services
  • Brokerage Accounts
  • Bond Investing
  • Equity Stock Investing
  • Mutual Funds
  • ETF Exchange Traded Funds
  • Certificate of Deposits
  • Fixed Interest Annuities
  • Index Annuities
  • Variable Annuities
  • Guaranteed Income Options
  • College Savings 529 Plans
  • Health Insurance
  • Medicare Supplements Medicare Prescription Coverage
  • Life Insurance Plans
  • Funeral Trusts & Life Insurance Trusts
  • Travel Health Plans
  • Long Term Care Plans
  • Long Term Care Annuities
  • Dental Insurance
  • Disability Income Protection
  • Auto/ Home/ Business Insurance