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Services for Your Business

As a business owner, you don’t just serve your customers, you also serve your employees.

We know the necessity and value of offering a competitive benefits package to employees – and the potential impact financial planning can have on your business.




Business planning

Employees look for more than just a paycheck at a job; they look for a competitive benefits package. And why wouldn’t they? Benefits help them feel valued and cared for. Whether you’re creating a benefits program or interested in updating your current program, we can help. 

Benefits we can assist with include employer-sponsored retirement plans, employee risk management services, employee financial education as well as personal financial planning, and financial planning for your business.


Employer-sponsored retirement plans

Few benefits are as common as employer-sponsored retirement plans. If you’re looking for a way to attract – and retain – high-quality employees in a competitive hiring environment, an employer-sponsored retirement plan can help.



Even if you’ve already established a retirement plan at your small business, it may be worth reviewing as your company grows and changes. Whether your business is a sole proprietorship, a general partnership, an LLC, a corporation or a nonprofit organization, we can discuss a plan type to help meet your needs, including:

  • SIMPLE IRA
  • SEP-IRA
  • Profit sharing plan
  • 401(k) plan
  • Defined benefit plan
  • Payroll Deduction IRA
  • Roth IRA

Employee risk management services

Insurance is an important part of an employee’s compensation package. High-quality employees often look at a benefits package when deciding whether to accept a job – or leave a current one. To attract – and retain – the best employees, competitive benefits are essential.



Through arrangements with third party insurance companies, we offer products including:

  • Group life and long-term disability
  • Voluntary life insurance
  • Group long-term care 
  • Major medical individual health
  • Executive carve out disability 
  • Individual or business-owned life insurance


Employee financial education

What is the worth of offering benefits if your employees don’t understand the value? Through financial education workshops, we can help your employees better understand their benefits and the role benefits play in their financial health.

We offer workshops on topics including retirement plan enrollment, investing basics, money management and more.

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