Employee Benefits

Build a personalized plan for your organization that improves your bottom line while offering your employees the best possible benefits.

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Wealth Management

Make your money work harder for you. Learn more about our investment management services and portfolio options.

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ASSET PROTECTION

Tax laws are often complex and difficult to understand. Our team of experts will help you use them to your advantage, building and preserving both your business and personal assets.

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HEALTH SAVING ACCOUNTS (HSA)

HSA Programs are 100% "Tax Deductible Medical/Dental/Optical IRA/Savings Account", with "tax free" withdrawals.

The only "Use-It" or "Keep It" Program in the country!

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INVESTMENT ADVISOR REPRESENTATIVE

We provide retirement plan consulting, plan design, administration, record keeping, regulatory compliance, and fiduciary services.

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RETIREMENT PLAN DEVELOPMENT

Designing your plan is only the first step. The installation and communication to your employees and ongoing administration, reporting and investment results will determine the success of your plan and dollars.

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Compliance and Technology

Are you having trouble keeping up ACA, ERISA, SPD, Wrap Documents, ALE’s and other regulations? Avoid the worry and costly penalties. Let our Technologists develop a solution for your company.

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Do you want your friends and family to recieve the same unique coverage?

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