Business Services

In today’s highly competitive marketplace, it is becoming increasingly difficult to attract and retain top talent. Salary is no longer the sole compensation driver. Employees are also looking at an employer’s overall benefits package and its potential to help protect their families and prepare them for retirement. These concerns are heightened by ever-changing tax laws, pension plan uncertainties, and Social Security shortfalls. 

Providing for your employees’ retirement can create a loyal and dedicated community around your business. A variety of retirement-planning products exist to provide the benefits that support your employees’ commitment to your business.

Services offered

Group Insurance:

• Life Insurance
• Disability Insurance
• Long-Term Care Insurance
• Health Insurance
  
  

Retirement Plans:

• Defined Benefit Plan Design
• Defined Contribution Design
• Fee Benchmarking
• Investment Analysis
• Employee Engagement
• Provider Analysis
  

WellCents is a guidance based, beginning to end retirement solution to help your employees create confidence in their financial life through:

Financial Wellness Assessment:

• This brief Survey will provide your employees with a financial wellness score and customized action plan.
  
  

Group Education Workshops:

• Based on employee and peer assessments data, we will hold tailored education workshops.
  
  

One-on-One Meetings:

• Advisors are available to discuss all of your employees' financial needs and goals beyond the scope of the Employer sponsored retirement plan.
  
  

Extensive Resource Center:

• Provides your employees with further resources on a variety of financial planning topics.