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Employer Benefits

How We Work

Our firm specializes in helping businesses create a comprehensive employer benefits package to offer their employees. Our personalized, hands-on service understands your businesses unique needs. We educate our clients about financial concepts and products, and take the mystery out of investing and insurance. 

We understand the many challenges of employer benefits and know the biggest concern for many is cost and headaches. There is a plan that fits your businesses unique need. 

Retirement Plans

  • 401(k)
  • Simple
  • Safe Harbor
  • 403(b)
  • Money Purchasing
  • Profit Sharing

Employee Care

  • Knowledge
  • Care
  • Relationships
  • Service
  • Kindness


  • Business
  • Group Life
  • Group Health
  • Auto
  • Accident

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  419-806-2986