Payroll Deductions & Direct Funding

Options may sometimes include Temporary Employees,
Independent Contractors
& Multi-National citizens.
Employer Group Plans

Employer Group Plans

  • Medical & Dental Health
  • Return of Premium Health Insurance - Supplements
  • Group Disability
  • Group Long Term Care
  • Group Medicare Supplements
  • Advanced Medical Reimbursement Fund
  • Health Savings Account (HSAs)
  • Health Reimbursement Accounts (HRAs)
  • Retirement Plans
    (Qualified & Non-Qualified)
Executive Carve Outs Benefits

Executive Carve Outs Benefits

  • Key-Person Protection plans
  • Deferred Compensation
  • High Limit Disability
    (Up to 250k/mo.)
  • Pension Funding protection
  • Advanced Retirement Funding
  • Family Survivorship protection
Liability Benefits

Liability Benefits

  • Business Overhead Protection
  • Business Loan Repayment protection
  • Stock Options Valuation protection
  • FICA Alternative Payroll options

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully making prudent decisions concerning one’s future financial condition.

We are dedicated to enhancing both your current and future way of life.

Our Commitment To You

We do everything in our power to keep you focused on where you want to go; and advise you on how to get there — On a cost effective, equitable and profitable basis.

OUR CLIENTS LOVE US

784000

Customers are happy with our services

46000

Projects are completed