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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

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