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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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®
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.
MOREIt’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
Here are answers to some key questions about required minimum distributions.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future value of your current savings.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
