Group Plans


Attract and retain top-tier talent by helping them achieve the financial security they need to meet their goals.

Your employees are critical to the prosperity of your company. Provide them with the incentives they desire, and ensure your company remains competitive in its effort to draw the best workers.

Group Plans Coverage Types

Group Retirement Plans

A good retirement plan is at the heart of an excellent benefits package. It allows you to offer flexible retirement options to employees that can come at no additional cost to your company. Individual 401K / 403b / Traditional IRA / Roth IRA / SEP IRA

Group Life Insurance

High-quality life insurance for your employees can be a strong draw for your company. This entirely voluntary benefit option has significantly reduced costs compares to individual rates.

Custom Plans

As a business owner, we know you have specific needs when it comes to what kind of incentives you offer. Talk with one of our specialists to tailor a program to your circumstances.

Education Administrators Plans

Understanding how to maximize you pension plans (457) / Optimizing and understanding your (403b) / Educating and simplifying all the different and complex financial option that are available. / Creating a plan for success.  

Education Consumers Plans

College Planning / Helping Parents build a plan for a successful outline / Helping the younger generation build a strong financial future.

Municipal Plans

Understanding all the different moving parts of your Compensation plan / 457, thrift Saving Plans, FEGLIC / Understanding tax Consequences / Knowing how Medicare and Social Security affects you / Offering solution to help and protect your future.

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