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.
MOREHybrid 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.
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much can you afford to pay for a car?
Will you be able to afford nursing home care?
This calculator can help you determine how soon you can pay off your mortgage.
