Small Business Retirement Planning & Group Insurance Coverage Solutions
We offer assistance in helping you and your company grow by providing Retirement Planning Solutions and Group Insurance Coverage (incl. health, life, and other).
RETIREMENT PLANNING SOLUTIONS
Want more money for retirement?
We can help you Plan, Administer, and Fund your own Small Business Retirement Plan. Take advantage of tax changes and implement the right solution for you and your employees.
- Safe Harbor 401(k) Plans
- New Comparability Profit Sharing Plans
- 412 (e)(3) Defined Benefit Plans
- Traditional Defined Benefit Plans
- 401 (k)
- SEP or Simple IRA
We work with a couple of companies that can help you find and implement a solution to fit your needs.
Download Plan Comparison Chart
Download Basic Introduction Brochure
GROUP INSURANCE COVERAGE
This can include providing regular healthcare benefits, life insurance benefits, vision/dental benefits, long term care benefits, critical illness benefits, disability benefits, and more. We can help you explore all the different options available from multiple top insurers. You will need access to your employees' information so that we can get a census for an accurate and efficient process.
Toll Free Phone: 866-765-2243