Employee Benefits
We understand that as a small business owner you are faced with many challenges…not the least of which is keeping hard working, local employees. Your main concern should be running your business successfully, so let us help with the rest.
• Group Health Insurance
• Group Dental
• Group Life/Disability Insurance
• Worksite Marketing
• Retirement Planning: 401K, Simple IRA, SEP,
Deferred Compensation, Defined Benefits
• Group or Individual Employee Meetings
with explanation of benefits
Individuals
We offer tailored solutions designed to help you manage your long-term wealth as well as customized investment and insurance solutions for individuals and families. Whatever your needs, we are here to help you succeed.
• IRA’s/Roth IRA’s
• 401K Rollovers
• Investment Advisory Services
• Life Insurance
• Disability Insurance
• Health Insurance
• Medicare Supplements
• Long Term Care Insurance