A good financial planner will be there for your business and your employees to help keep everyone on the path to a successful life. We work with Trust & Estate attorneys who can help us protect the assets of your entire operation.

This means our financial partners may give advice on how you should allocate your investments as a company, and explain how certain moves may affect your taxes or estate funds. Then it’s up to you to decide what fits into your overall goals.

Our partners are qualified financial planners trained to deal with a myriad of personal financial topics. Our financial team can assist your company plan for all types of benefits, including Retirement, 401k and long-term investments.

Any questions?

What are some things that you could do to help my employees with their financial planning?
Great question! Our partners can plan a fun day where we come and talk with your employees about their financial goals and priorities, then recommend specific steps to help everyone succeed. Give us a call to talk about the details.

So you can help my business make investments and my employees set up their retirement?
Yes, in fact clients with accounts that cross-over between commercial and individual policies is our specialty. Our financial partners will take a look at the needs of your entire operation to build one plan that incorporates many moving parts. Give us a call and we’ll explain how!

As an employer, am I required to match my employees’ 401k contributions?
No, it is completely up to our partners to choose whether or not to match employee contribution. Match is considered a form of profit sharing with your team. If your business is still small, and not highly profitable, or if times are tough, you may elect to not match your employee’s contributions. However, the existence of a company match should not keep your employees from contributing to their retirement plans.

Click HERE for more information on how to contact an agent and get started with us!