Employee Benefits

Our principals have established a solid foundation through many years of experience in the employee benefit sector. We provide comprehensive services to our group clients, offering a complete range of employee benefits while delivering an unparalleled level of personalized support.

We begin this customized process by assessing current healthcare and supplemental coverage providers in relation to your particular situation. After the appropriate plans are selected, group meetings are arranged for both management and employees in order to facilitate implementation and to address any questions or concerns.

One of the primary drivers of our continued success is a proactive focus on pre-emptive monitoring and transition support, which helps us to identify and prevent issues before they can occur. With this systematic approach, we can avoid surprises and offer you greater peace of mind. Our extensive knowledge base in the various employee benefit programs enables us to develop suitable financial and advisory solutions to help you meet your stated goals.

In addition, we have the ability to add a variety of administrative tools to assist you in handling your employee benefits program. Some of the value added services we offer include: Cobra and HIPAA Administration, Online Enrollment, HR Information, Compensation Statements and Wellness Program, among others.

From our perspective, the foundation of our business model revolves around developing strong relationships with both our clients and insurance companies. We have established and maintained excellent relationships with all the employee benefit representatives and carriers we work with, providing you with the added assurance that when you need us, together we will be there for you. We know the healthcare industry in all of its constantly evolving forms, and can bring valuable insight and experience to your company.

Retirement Plans

Whether you are an individual concerned about your future income needs, or a company that wants to add or upgrade a corporate retirement plan, we have the knowledge and experience to cost effectively meet your goals. Our main focus is to understand your requirements and make you aware of the relevant options that are available to you, giving you the flexibility to compare different plans. In most cases, we are able to make our clients aware of unique strategies and solutions that can more effectively meet their needs. We strive to provide you with the best value, service, continuing education, and investment performance so that, at all times, you can feel confident that our team will maintain a firm commitment to serving your best interests.

We can assist you in the design and implementation of section 401(a), 401(k), 403(b), 457, IRA, Rollover and other pension plans, for groups and individuals, that seek to fund your retirement goals with greater peace of mind. Whether your needs include estate planning considerations, asset protection from potential creditors, full utilization of allowable tax benefits, access to more investment options, or various other issues, you can rest assured that we have the experience to address your concerns. In addition we provide comprehensive rollover and retirement transition support, with a special focus on the unique needs of the public sector, which may include the use of tax-deferred final pay conversion plans, Voluntary Employees Beneficiary Association (VEBA) health care spending accounts, and other sophisticated techniques to defer taxes and maximize your retirement plans.