Our Services & Products
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
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
