We realize small and large businesses have their own unique needs. Be sure your making the most of the resources your company has available. It could make a big difference to your bottom line and employees’ experience.
Retirement plans & services
401(k)
Being an Independent Advisory Service allows us to focus on what's in your best interest! Weather looking for a sophisticated platform or a low cost alternative, we will work with you to find the best fit for your 401(k) services. Keeping things easy: You will have a dedicated advisor to answer questions and coordinate everything between all parties involved (Payroll service, TPA/Third Party Administrator, Custodian/Provider, Employer & Employees). Employees will know that you care about them. Having a dedicated advisor working closely with your employees to help them understand their 401(k) options and their own specific financial situation. We also offer an active asset management option. Many 401(k) plans leave participants without investment advice or management. Ask about this optional service to provide your employees with this additional benefit.
SEP IRA
Maximize your retirement savings as a business owner. Business with less than 100 employees & concerned about cost, paperwork, overhead etc.
Simple IRA
Employee Financial Education
Would it save your company time if you got a lot less questions about benefits? We can set up seminars to give your employees guidance. It has been shown that employees are happier, work better and are less stressed knowing the company that they work for cares about them by providing a helping hand. This is a service provided as part of our philanthropic work, helping the local communities and building our name.
"The No. 1 cause of stress in the workplace is personal finance."
- USA Today
"Employees waste 20+ hours a month dealing with personal finances."
- Mac Leans
Employee Transition Services
To help your employees cope with the changes that may affect them we provide "Employee Transition Services".
• Retirement (Plan, Prepare, Transition)
• Termination & Layoffs
• Life events
Personal Financial Plans for your employee's
We offer group discounts on personal financial planning. Give your employees' the feeling of security that their financial world is in the best possible position. This employee benefit can fill in the missing gaps in your current benefits package.