Business Services

Building your business, attracting quality employees, making money and keeping that money -- all of these tasks take a great deal of time to manage, and are not easily accomplished in today's environment.  As a busy company, you need one single source to coordinate and implement your financial strategies and benefit plans.  We provide the following services:

  • Group Health* & Life Insurance

  • Retirement Plans 

  • Group Disability Income Insurance(Short & Long Term)

  • Section 125 Cafeteria Plan

  • Employee Benefit Programs

  • Retirement Plans for the Business Owner

  • Business Continuation Strategy

  • Key Person Insurance

  • Qualified Pension & Profit Sharing Plans

  • COBRA Administration

  • Benefit Need Analysis