Valued services for Organizations
Feeling overwhelmed?.. Where has good service gone these days?.. It’s no secret that being a business owner, HR manager or executive today is more than just one job. You have many roles and responsibilities, and each one is important. While managing your duties may be complicated, you do not have to do it alone. That is where we can help.
We start with you — your thoughts, dreams and needs – then delve into your organization, its needs and objectives before we start talking about an approach or strategy. We want our relationship with you to be collaborative so it can help you get where you want to go.
Take control of your organization's future with an approach or plan designed to fit your specific needs or goals.
Retirement Services
- Individual Retirement Accounts (IRAs)
- 401(k) Plans
- 403(b) Plans
- 457 Plans
- Defined Benefit & Cash Balance Plans
- Pension/Profit-Sharing
- Simplified Employee Pension Plans (SEPs)
- Roth options
Employee Benefits
- Dental
- Vision
- Life
- Short-Term Disability Income
- Long-Term Disability Income
Executive Benefits
- Bonus Plans
- Deferred Compensation Plans
- Split-Dollar Plans
- Financial Planning1
Group Insurance
- Health
- Long-Term Care
- Disability Income
- Life
Business Planning
- Key Person Coverage
- Buy-Sell Agreements
- Succession Planning
- Business Overhead Expense
- Disability Buyout
- Employee Stock Ownership Plans (ESOP)
Business Insurance
- Workers' compensation
- Executive Plans
- Employee Benefits
1 Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives for Equitable Advisors, LLC, a SEC-registered investment advisor.
