Employee Benefits – 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.
Insurance – 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.
Health Insurance – our affiliates can provide you quotes for individual or group health insurance and go over the pros and cons of each.
Legal Services – 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.