Products & Services

  • Benefits Plan Design, Analysis and Marketing
  • Assistance inresolving:
    • Billing Problems
    • Enrollment Issues
    • Claim Adjuducation
  • Financial Planning
  • Funding Buy-Sell / Cross Purchase Agreements
  • IRA / Retirement Planning
  • College Planning / 529 Plans
  • Mutual Funds
  • Fee Managed Accounts

     

We assist Human Resource Departments regarding all aspects of employee benefits.

Employer and Individual Products

  • Group and Individual Health Plans
    • HRA's and HSA's
  • Group Short and Long Term Disability Plans
    • Employer sponsored
    • Voluntary programs
  • 401(k) Pension and Profit Sharing
  • SEP's and IRA's
  • COBRA assistance

     

  • Medicare supplements
  • Short Term / Temporary Medical
  • Dental - Groups and Individual
  • Disability Income - Individual
  • Long Term Care

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.