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Business Services

                                                                                                        

Health Care Reform                                     

  • Guidance                                           
  • Updates
  • Timelines

 

Deferred Compensation for Top Executives

  • Captive Insurance Company Desugb
  • 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

  • PPACA / Health Care Reform
  • Health, Dental, Vision, Life/AD&D, Disability, & Long Term Care
  • Consumer Driven Health Plans - Health Reimbursement Account (HRA) & 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.    
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck