Our Services

We provide high quality services to benefit individuals, families, and companies.

Individuals and Family

Comprehensive Financial Planning

Portfolio Management and Risk Management

Insurance (Disability and Life) and Medicare Supplementary Plans

Companies

Free Financial Educational Seminars in the Workplace.

Providing comprehensive benefits packages is key to attracting & retaining talented staff. We offer services that drive down administrative costs, increase employee satisfaction, fill in the gaps in your benefits program and enhance your employees’ awareness of critical corporate messages or benefit communications.

Companies

WE CAN HELP We have the capability for

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Pre-enrollment communications; electronic, video, animation, interactivity

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One-on-one/call center/web-based (assisted/non-assisted)

WE CAN PROVIDE AT NO COST TO YOU*

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Benefits administration/enrollment systems

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Dependent verification/audit

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Total compensation statements

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401(k) participation

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HDHP/core enrollment communication

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Benefit Booklets

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Wellness participation/engagement

Sharing the cost of benefits with employees is usually met with dissatisfaction because employees are unaware of the extent to which benefits are subsidized by the company. Additionally, they are not used to paying for that which had previously been provided to them at no cost.

A recent study by Watson Wyatt indicates that employers can more than triple employee satisfaction levels through effective benefit communications.

The key to effective benefit communications is to deliver a corporate message/priority to all employees in one of the flexible methods described above. While this message is being communicated employees will also be given an opportunity to learn more about, and purchase, voluntary benefits that will help them address their and/or their family’s unique financial security needs. We work with employers to develop the customized communication message, educate and train our salaried enrollers in your entire benefits package so that your employees can be reminded of the importance of their benefits and help them become more knowledgeable, and therefore more appreciative of what you offer beyond just their base pay.

Our Services

Individuals and Family

Companies

Your Bridge to Superior Independent & Customized Financial Advice

Companies