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4193159792

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
  • SEP IRA

Employee Care

  • Knowledge
  • Care
  • Relationships
  • Service
  • Kindness

Insurance

  • 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.

stephen@clayfinancial.com   |  419-806-2986

Contact

Clay Financial

Office: 4193159792

Mobile: 4198062986

12870 Trade Way Four

Suite 108

Bonita Springs, FL 34135

Series 7, Series 66, Accident Life & Health Insurnace, Property & Casualty Insurance

stephen@clayfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Clay Financial and Securities America are separate entities.

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