Looking for a way to reduce your tax liability and offer benefits that realistically suit the needs of your individual employees?

We sit down with the decision makers of a business and review types of benefit plans that allow employees to choose among a variety of options to create a benefits package that best meets their needs and those of their family while also benefiting from special exceptions to federal income tax rules that apply to an employee’s earnings as well as providing the business with potential payroll tax savings.

Between the complexity of the tax codes and the predictable changes in laws and regulations, employers should seek assistance. Whether you are large enough to hire a financial officer or you rely on the assistance of trusted external advisors, we recommend getting advice. Employers need professional assistance to implement plans that are legal and that benefit both the employer and the employees.

Protect Your Business

Retirement Planning

Medicare & Prescription Plans

Health & Wellness Coaching

Health Insurance

International Medical Insurance

Dental & Vision

College Planning

Retirement Planning

Annuities