Outside of any other financial planning service, we can provide financial products designed to benefit your employees. Our extensive experience in qualified retirement plans and group insurance helps business owners maximize the return on their employee benefits dollars.


A benefit that is not properly communicated to an employee is a waste of the business’s valuable resources. We can help design, implement, and coordinate the administration of all types of corporate benefits.

Qualified and Non-Qualified Retirement Programs:

  • SIMPLE Plans
  • 401(k) profit sharing plans
  • Defined benefit pension plans
  • Simplified Employee Pensions (SEP)
  • 403(B) tax sheltered annuities
  • 457 deferred compensation plans
  • Salary deferral plans

Employer and Employee Paid Health and Welfare Programs:

  • Group health insurance
  • Group dental and vision plans
  • Section 125 cafeteria plans
  • Group life insurance
  • Group disability insurance
  • Group long-term care insurance


“If the wind will not serve, take to the oars!”   

 -Latin Proverb