Broker Check

Your Business

Whether you’re looking to offer your employees a comprehensive benefits package, protect your business from the unexpected, or plan for life after the business, we can help. With our experience and knowledge of the business market, we can assist you and your employees with new ways to enhance your financial well-being.

Retirement Plans

Retirement is not as clear cut as it used to be — adults are living longer, healthcare costs are soaring, and the future of Social Security is murky. More than ever before, your employees are looking to you to help them prepare for the future. By offering solutions that allow your employees to plan for retirement, you can earn their loyalty and help them achieve their goals. As a small business owner, the decision to offer a retirement plan can be an important one to consider. But it doesn’t stop there.  You want an advisor that will not only educate your employees, but help engage them to take action. With our experience and knowledge of retirement plans, we have a strong understanding of your participants’ diverse needs, and will be there to guide them every step of the way.

Group Benefits

Financial stress can be an unwanted distraction for your employees. As an employer, you can offer meaningful benefits to help them protect their loved ones and help secure a plan for the future. That way, you can provide value not only to your employees by helping them stay focused and productive, but also to your business.  Creating a workplace where people feel supported and confident about their financial futures begins with the choice you make in a benefits partner. Because when your employees are confident about their financial futures, chances are they’re more productive in the present. With offerings such as Life Insurance, Disability Income Insurance, Long Term Care Insurance, and Retirement Plans, We can help you to build a committed workforce while helping your employees improve their financial wellness.

Employee Retention

Providing an appealing benefits package can help your business attract top talent. But that’s just the first step on the path toward a successful workforce. As an employer, you put a lot of thought and effort into hiring the best employees. But can you say the same about keeping them? a 2013/2014 Global Benefit Attitudes Survey by Towers Watson showed that nearly two-thirds of U.S. workers indicated their workplace retirement plan was an important reason they stayed with their current employer. Employee retention is critical to a healthy, well-functioning business. That’s because employee turnover costs you — in terms of money, productivity and morale By offering enhanced benefits and options like executive bonus plans and deferred compensation programs, you can stand apart from your competition and provide your key employees with a strong incentive to stay loyal.  With our experience and knowledge of the business market, we can tailor a suite of custom solutions to fit your needs and budget.

Executive Bonuses

Many executives feel retirement savings programs are one of the most valuable benefits a company can provide. However, few small- to mid-sized businesses offer retirement savings programs specifically for executives. Executives are interested in supplementing their retirement savings because they are facing a looming retirement income problem on multiple fronts. Higher-earning employees may find limitations in the amount they are allowed to defer to a defined contribution plan, such as a 401(k). In addition, they face “compensation discrimination.” This refers to the fact that Social Security replaces a lower percentage of your pre-retirement income as you earn more. There is an easy and effective way to provide executives with the benefits they want. It is called an Executive Bonus Plan. An Executive Bonus Plan is a fringe benefit that is relatively simple to set up and administer, and can accommodate almost any budget. They give small- to mid-sized companies the ability to attract and retain valuable executives by helping provide the additional benefits they seek. .  With our experience and knowledge of the business market, we customize an Executive Bonus Plan that meets your objectives and goals, as well as your budget.

Have a Question

Thank you!
Oops!