Other Products & Services

We provide assistance with the following:

Employee Benefits

• Group Health
• Group Dental
• Group Life
• Group Short term Disability
• Group Long Term Disability
• Group Long Term Care

Voluntary Benefits

• Voluntary Life
• Voluntary Short Term Disability
• Voluntary Long Term Disability
• Voluntary Dental
• Cancer Insurance
• Critical Illness
• Hospital Confinement

Corporate Retirement Plans

• 401(k) Plans
• 403(b) Plans
• Profit Sharing Plans
• Defined Benefit Plans
• Deferred Compensation Plans
• SIMPLE Ira Plans
• SEP-IRA Plans
• One person 401(k) Plans

Insurance

• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Key Person Insurance
• Buy Sell Insurance

Investments

• Mutual Funds
• Stocks
• Bonds
• IRAs (Traditional, Rollover & Roth)
• Annuities
• 529 Plans
• Managed Accounts

Planning Services

• Estate Planning*
• Financial Planning
• College Funding Planning
• Retirement Planning
• Business Succession Planning