Employee Benefits | Financial | Learning & Development | Investment Management |
| We help companies start and manage all aspects of employee benefits. | We help people make smart decisions with their money. | We help small businesses grow through learning and development. | We help people with a personalized investment strategy. |
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Obamacare ChallengesOver the last 2 years we have seen more than a 50% increase in individual premiums forcing small companies to search for an alternative for their small staff. Group health insurance can be less expensive, has more options, and we assist every step of the way.
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Future ProtectionProtection: the action of protecting someone or something. You are either working hard or worked hard and now you should take the time to protect your family, livelihood, or perhaps a business. It's time to review your plan or put one in place.
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Above & BeyondWe take our business seriously and go beyond the "minimum requirements." We have Certified Financial Planners™ on staff who have proven to have an exceptional level of knowledge and experience that only CFP® practitioners receive
CFP®Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
How much would your monthly lease payment be?
How much will it cost to pay off a loan over its lifetime?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
