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.    
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Check the background of this financial professional on FINRA's BrokerCheck