Group Retirement Planning
If you’ve been holding off on setting up a group savings plan because you’re worried about the cost, we can design a custom plan for you that you are comfortable with. You have the flexibility to control your contributions to your employees’ savings including the creation of a tiered program where more senior or executive employees receive a higher contribution.
Group Employment Benefit Plans
Life Insurance, Disability, Health (Prescription Drugs, Vision, Paramedical etc.), Dental, Travel, Accidental Death & Dismemberment, Critical Conditions, Employee & Family Assistance Plans, Retiree Health Care & More
Individual Financial Planning
All of our advisors work from a financial planning perspective whereby we seek to first get to know our clients then helping them to clarify their current situation followed by helping them determine their future objectives. During this process we work with our clients to develop a financial plan that provides a road map from where they are to where they want to be.