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SMALL BUSINESSES

We understand Small Business Owners and can help with 401(k) plans & group benefits!

Are You Happy With Your:

  • Employee Retention
  • Tax Strategies
  • Health Insurance

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RETIREES

We customize your retirement income plan to keep your mind at ease.

Do You Have Enough To:

  • Live Comfortably
  • Travel
  • Leave a Legacy

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FAMILIES

We cover family finances A to Z. Insurance, investments, college planning and more!

Are You On Track With Your:

  • College Savings Plan
  • Life Insurance Coverage
  • Investment Accounts

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CONTACT US

Contact us directly to learn how Client Focused Advisors can help create and manage your wealth!

We Conduct Meetings:

  • In Person
  • Zoom Meetings
  • Over the Phone

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Services Offered To Small Business Owners & Retirees

 401(K) & PROFIT-SHARING PLANS
 SEP IRA’S & PENSION PLANS
 IRA / ROTH IRA PLANS
 STOCKS, BONDS, ETFS, & MUTUAL FUNDS
 529 COLLEGE SAVINGS PLANS
 PROFESSIONALLY MANAGED PORTFOLIOS
HEALTH INSURANCE & PEO’S
 ANNUITIES
TERM AND WHOLE LIFE INSURANCE

What Factors Should You Consider When Choosing a Financial Advisor?

  1. Service:  Is there an understanding of how many meetings you can have with your advisor during a given year?  Will you have access to them just in person or virtually as well?
  2. Fees: Does the Advisor transparently layout the fees in a format for the services that will be performed on your behalf in a clear and concise manner?
  3. Support: Does the Advisor have a team that can provide expertise on your behalf? Are you working with multiple Advisors on the same team to have an extra touch point in case of emergency?
  4. Technology: Does the Advisor keep up with the current times leveraging the right mix of technology to better the client experience?
  5. Fiduciary: Does your Advisor put their client’s best interests before their own, seeking the best prices and terms, act in good faith and provide all relevant facts to clients?
  6. Owners:  We understand the obstacles that come along with running a small business because we are small business owners ourselves.  Does your Advisor know how to navigate the small business world?

Download Our Free Retirement Guide for 2021!

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Instant Life Insurance Quotes For Small Business Owners and Retirees

Small Business Owners

  • Key Person & Buy-Sell Agreements
  • SBA Loans / Collateral Assignment
  • Executive Bonus

Retirees

  • Pension Protection
  • Income Replacement
  • Leave a Legacy
  • Estate Planning