Employee Benefit Plans

©2016 Broadridge Investor Solutions, Inc.


  • Qualified Retirement Plans
  • Medical, Dental, Life Vision & Disability Insurance
  • Voluntary Programs Benefit Programs
  • Employee Assistance Programs
  • Employee Financial and Benefit Education

Our financial professionals will review your current plan and recommend changes and/or upgrades, or we will design a customized, potentially cost-effective benefits program best suited for you. Retirement Plans are an increasingly complicated and exciting employee benefit for employers to recruit, retain and reward employees. Investment Advisor Representatives* are available to offer advisory services to help employees with 401K's, IRA's, annuities, estate planning strategies, tax deferment and more.

We are here to accommodate you-expeditiously and thoroughly. We research carrier quotes, ascertain the best carrier fit, handle administrative needs, such as billing, claims and human resources issues, update policy changes and guide you through the renewal process. We also provide consultation on alternative funding options.

Today's excess of benefits products require a skilled financial professional to recommend and deliver quality product(s) at the fair value. Our financial professionals stay abreast of the ever changing health and life insurance industry and enjoy educating you on such products as HSA/HRA's, Medical PPO's and HMO's, Traditional Dental, and Group Term Life or Second-to-die. We also have the marketplace knowledge, experience to help you find an answer, resolve an issue and assist you with difficult claims.