Broker Check

PRACTICE BENEFITS PLANNING

BASIC GROUP BENEFITS:

  • Medical and Dental
  • Section 125 Plans Cafeteria Plans
  • Group Life and Disability
  • 401(k), SEP and Simple IRA's
  • Profit sharing plans

BASIC BUSINESS PLANNING:

  • Key Employee Protection and Retention
  • Business Continuation and Exit Strategies
  • Buy/Sell Agreement Funding Options
  • Practice Overview

ADVANCED PAYROLL BENEFITS:

  • Payroll Deduction 529 College Savings Plans
  • Group Long Term Care

ADVANCED RETIREMENT PLANS:

  • Plans designed to attract and retain Key Employees
  • Pension Plans
  • Combo Plans
  • Non-Qualified Retirement Programs
  • Salary Reduction and Salary Continuation Plans
  • Benefit Plans for Highly Compensated Employees
  • Executive Bonus Plans
  • Deferred Compensation

VALUES ADDED TO THE STAFF:

  • Access to Comprehensive Financial Planning
  • Comprehensive Financial Planning Seminars about:
    • Asset Allocation
    • College Planning
    • Estate Planning
    • Investments
    • Protection Planning
    • Retirement Planning