Menu

Investments

As a small business you have certain challenges that you face on a daily basis. One of the toughest challenges you face is having high quality employees stay with you long term. We have the solution for you and all items can be cherry-picked. You may pick and choose what is best suited for your company.

Package 1

  • Financial Planning Unsubsidized Comprehensive Benefit Plan 
  • Retirement 
    Life, Auto/ Home, Long Term Care Insurance 
    College Planning 
  • Debt Elimination 
    Legal Plan, Wills, Estate Planning 
  • Free Financial Plan
    Free Annual Updates
    Free Situational Updates
  • Rollover advice from previous employers
    401k,
    403b,
    457b,
    414h 
  • Post Retirement Planning
    Lifetime Income Strategies Annuities: 
    Variable,
    Fixed,
    Fixed Indexed 
  • One on One consultation 
  • Dedicated Personal Financial Coach
  • 24/7 Access to your financial professional

INQUIRE TODAY

Package 2

  • Financial Planning Partially Employer Subsidized Comprehensive Benefit Plan 
  • Retirement (Partial employer contribution on employee behalf as well as employee contribution)1
  • Life (Up to $100 subsidized amount per employee)2
  • Auto/ Home, Long Term Care Insurance
  • College Planning
  • Debt Elimination
  • Legal Plan, Wills, Estate Planning (partially subsidized amount per employee)3
  • Free Financial Plan
    Free Annual Updates*
    Free Situational Updates*
  • Rollover advice from previous employers
    401k,
    403b,
    457b,
    414h
  • Post Retirement Planning
    Lifetime Income Strategies Annuities:
    Variable,
    Fixed,
    Fixed Indexed
  • One on One consultation
  • Dedicated Personal Financial Coach
  • 24/7 Access to your financial professional

INQUIRE TODAY

Package 3

  • Financial Planning Fully Employer Subsidized Comprehensive Benefit Plan 
  • Retirement (Total retirement plan contribution on employee behalf)1
  • Life (Up to $250 monthly subsidized amount per employee)4
  • Auto/ Home, Long Term Care Insurance
  • College Planning
  • Debt Elimination
  • Legal Plan, Wills, Estate Planning (fully subsidized amount per employee)3
  • Free Financial Plan
    Free Annual Updates*
    Free Situational Updates*
  • Rollover advice from previous employers
    401k,
    403b,
    457b,
    414h
  • Post Retirement Planning
    Lifetime Income Strategies
    Annuities:
    Variable,
    Fixed,
    Fixed Indexed
  • One on One consultation
  • Dedicated Personal Financial Coach
  • 24/7 Access to your financial professional

INQUIRE TODAY

Package 4

  • Fully Subsidized Comprehensive Benefit Plan for
    Non-Profits/Religous Orgs
  • Retirement (Total retirement plan contribution on employee/member behalf)1
  • Life (Up to $250 monthly subsidized amount per employee/member)4
  • Bequest built in to insurance beneficiary plan 5
  • Auto/ Home, Long Term Care Insurance
  • College Planning
  • Debt Elimination
  • Legal Plan, Wills, Estate Planning
  • Free Financial Plan
    Free Annual Updates*
    Free Situational Updates*
  • Rollover advice from previous employers
    401k,
    403b,
    457b,
    414h
  • Post Retirement Planning
    Lifetime Income Strategies
    Annuities:
    Variable,
    Fixed,
    Fixed Indexed
  • One on One consultation
  • Dedicated Personal Financial Coach
  • 24/7 Access to your financial professional

INQUIRE TODAY

NOTES

1 Employer & Employee Retirement contributions being made to one of the available retirement plan options ranging from SIMPLE IRA, SEP IRA, 401k, 403b, PDP depending on the type of business you have and the level of cost you would like to assume as the employer. Monthly accountability report supplied to employer as well. 

2 Employer subsidization by providing additional, “fringe” income of $25-$100 in employee monthly income to assist payment of life insurance premiums per employee. Monthly accountability report supplied to employer as well. 

3 Group Legal services Plan subsidized by the employer for each eligible employee 

4 Employer subsidization by providing additional, “fringe” income of $101-$250+ in employee monthly income to assist payment of life insurance premiums per employee. Monthly accountability report supplied to employer as well. 

5 Bequest of a certain percentage back to the organization built into the beneficiary plan agreed upon by both the owner of the policy and the primary insured of the policy.