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Business Services

Health Care Reform                                     

  • Guidance                                           

  • Updates

  • Timelines

Deferred Compensation for Top Executives

  • Captive Insurance Company Design

  • Supplemental Executive Retirement Plan

  • Asset Protection & Tax Minimization Planning

Buy-Sell Agreements

  • Funding by life insurance

  • Disability funding

  • Premium Financing

Key-Man needs

  • Insurance for key man loss

  • Disability for key executives

Employee Benefits

Group Insurance

  • ACA / Health Care Reform

  • Health, Dental, Vision, Life/AD&D, Disability, Voluntary Worksite Benefits, & Extended Care - Short and Long Term Care

  • Consumer Driven Health Plans - Health Reimbursement Account (HRA), Choice Arrangements (ICHRA), and Health Savings Accounts (HSA's)

  • COBRA, HIPAA, & FMLA Compliance

  • Cafeteria Plan / Flexible Spending

  • Summary Plan Descriptions (SPD)

  • Employee Navigator Benefit Software

Qualified Retirement Plans

  • 401(k) / 403(b) / Profit Sharing

  • Advanced Plan Design Consulting

  • SEP / SIMPLE / IRA

  • Employee Stock Ownership Plans (ESOP's)

Please contact us for more information or education on the Business Services we provide.    
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck