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.
MOREMost broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
How much would your monthly lease payment be?
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Use this calculator to determine whether you qualify for the different types of IRAs.
