When it comes to determining the most appropriate employee benefits product design and product mix to suit both the needs of your company and the welfare of your staff, the considerations can be confusing. What many businesses need to guide them in their employee benefits and associated HR services, is a relationship with a trusted employee benefits consultant that can help them sort through the maze of available information and make informed, intelligent choices.

That is what we do for our clients, and it is what we can do for you and your company. We specialize in the following areas:

• Employee Benefit Services - Group Health, Dental, Life, Disability Programs and Analysis. 

• Corporate Retirement Plans - 401(k), 403(b), Profit Sharing, Deferred Compensation and 3(21) Fiduciary Services.

• Business Succession - Strategies on how to transition out of your business

• Estate Planning- for preservation of wealth from generation to generation

• Variable and fixed annuities

• Life insurance - providing financial protection for your loved ones

• Investment Portfolio Analysis

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Securities & Advisory Services offered through LPL Financial,
A Registered Investment Advisor, Member FINRA / SIPC.