Broker Check

Business Owners

Strengthen your business with financial benefits for you and your employees.

Your business has unique needs, and we have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

Financial Wellness

Give your employees the benefit of healthy spending and saving through financial wellness. 

Financial wellness is not about money. It’s about decision making. Your employees can achieve financial wellness — the balance between living responsibly today and planning wisely for tomorrow.

Build a benefits program at your business with quality financial services.

Create a benefits program that both entices and excels!

Your employees and their drive to succeed are the backbone of your business. Fundamental to their collective performance, of course, is knowing they are genuinely valued. We can help you define a culture that conveys your appreciation for their contributions. Whether you’re creating a benefits program or desire to make your current program better, we can serve your needs in five major areas:

  • Retirement plans
  • Employee benefits education
  • Personal financial planning
  • Financial planning for your business
  • Risk management services

We offer several risk management products as part of a plan of benefits, including:

Group life and long-term disability

  • Voluntary Life, Dental, Vision, and Disability insurance
  • Individual and Group Long-Term Care Insurance
  • Individual and Group Medical Plans
  • Business Owner and Business Overhead Disability Insurance
  • Individual or Business-Owned Life Insurance
  • Tele-Medicine Plans
  • Stand Alone RX Plans
  • Deductible and Co-Pay Gap Plans

We can help you structure a benefit program that best suits your specific risk management needs.

Retirement plans

Sponsoring a retirement plan is an excellent way to reward your employees with an important benefit, while providing tax advantages for your business. Whether you are choosing a retirement plan for the first time or updating your current plan, we will assist you in selecting a plan that meets your goals and budget.

  • SEP-IRA Plans
  • SIMPLE-IRA Plans
  • 401(k) Plans
  • 403(b) Plans
  • 457 Plans

Employee Benefits Education

We can help your employees better understand their benefits and make investment choices that make the most sense for each of them.

We offer financial education workshops such as:

  • Retirement Plan Enrollment
  • Social Security Claiming Strategies
  • Investing Basics and Your Retirement
  • The Cost of Healthcare in Retirement
  • Retirement Income: The Transition Into Retirement
  • Money Management, and more

Personal financial planning

A personal financial plan – for both you and your employees – should be a specific plan of action that includes current and future financial needs and identifies one’s objectives over time. Working with a us, you’ll be able to coordinate all the areas of your financial life to help you reach your financial goals. 

Financial planning for your business

As a successful business owner, you already know there are many potential and lasting rewards to be realized from long-term planning and goal setting. Depending on your personal financial situation, we can help you create a specific plan that can incorporate basic and advanced planning strategies to help you work toward the financial objectives that are most important to you and your family.