Our process:

Step 1: 15 minute consult

Step 2: Discovery, Solutions, and RFP Requirements Meeting

Step 3:  Proposal(s)

Step 4: Acceptance and Implementation

Step 5: Maintenance and ongoing service


Solutions

Employee Benefit Programs (group health/life/disability insurance, ancillary, etc.)

Retirement Plans (401k, 403b, etc.)

Employee Financial Wellness Education Programs

Tax reduction and mitigation strategies

Key employee retention strategies

Buy/Sell Agreement Funding

Corporate Investment Accounts