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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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.
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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.
MOREIt’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
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.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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