Retirement Planning

 

 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. Enroll you and/or your staff in our health benefits plan by clicking here.

 

Click here to complete the census for you, your family, and/or your company.

All items can be cherry picked; your company may pick and choose the options that are best suited for your company and leave the other options. 

Package I

Financial Planning Unsubsidized Comprehensive Benefit Plan 

Retirement 

Life, Health, 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 

 

Package II

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

 

Health (8 Carriers with range of premiums {ACA})3

 

Auto/ Home, Long Term Care Insurance

 

College Planning

 

Debt Elimination

 

Legal Plan, Wills, Estate Planning (partially subsidized amount per employee)4

 

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 

Package III

Financial Planning Fully Employer Subsidized Comprehensive Benefit Plan 

Retirement (Total retirement plan contribution on employee behalf)5

 

Life (Up to $250 monthly subsidized amount per employee)6

 

Health (8 Carriers with range of premiums {ACA})7

 

Auto/ Home, Long Term Care Insurance

 

College Planning

 

Debt Elimination

 

Legal Plan, Wills, Estate Planning (fully subsidized amount per employee)8

 

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 

Package IV

Financial Planning Fully Subsidized Comprehensive Benefit Plan 

Retirement (Total retirement plan contribution on employee/member behalf)13

 

Life (Up to $50-$250+ monthly subsidized amount per employee/member)14

 

Bequest built in to insurance beneficiary plan14

 

Health Insurance

 

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 

For an appointment, contact us.

 

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 Individual Affordable Care Act Health Insurance subsidized by providing additional, “fringe” income in employee monthly income to assist payment of life insurance premiums per employee. Monthly accountability report supplied to employer as well. 

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

5 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. 

6 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. 

7 Individual Affordable Care Act Health Insurance subsidized by providing additional, “fringe” income in employee monthly income to assist payment of life insurance premiums per employee. Monthly accountability report supplied to employer as well. 

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

13 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. 

14 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