Working with your existing 3rd party benefits provider, we can liaise between your employees and the provider. We can also help you switch providers or determine whether a PEO organization is right for you.
Retirement Planning and Investment Management
We can help you find a qualified retirement advisor or work with your existing investment professional to make sure your investment vehicles are tied into your existing or future tax strategies.
Let us help you acquire the most cost-effective insurance solutions for your company.
IRA’s, 401Ks, SEP & SIMPLE Plans
Some of the best tax deductions for individuals and businesses are in the retirement plan area. Let us help you formulate a retirement plan and administer that plan for your business.
Our affiliates can provide you quotes for individual or group health insurance and go over the pros and cons of each.
Need an attorney that understands your business and gives you the level of service you expect? We can refer a professional that will work for you.