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Benefits Solutions

They say a company is known by the people it keeps. Investing in your employees with smart benefit planning is a key way to not just attract and keep your employees, but to keep them fully engaged. We can custom design employee benefits for your company regardless of the size. Don’t assume it has to be expensive. You may find it is far more expensive not to have an adequate benefit package.

Health Insurance Programs

Comprehensive employee benefits and health insurance programs have never been more important to attract and retain top talent. Health Care Reform has complicated benefit administration and stretched employer groups due to all the mandates and compliance requirements currently in place. High rate increases are challenging companies, employees, and their families to afford coverage long term. Plenty of licensed agents are willing to sell you a group health insurance policy, but there are few consultants who really understand the complexities of the industry and that go beyond offering the standard solutions presented by traditional agents.

If you are willing to invest in your employees, you should partner with a consultant that has the expertise and relationships to design and negotiate the best long-term plan for your business. CBS’s size and expertise gives them leverage to negotiate the best terms and coverage available for your company, both locally and nationally. Our alliance with Cambridge Benefits Solutions gives you access to one of the largest general health insurance consultant firms in the United States with a “Best in Class” rating among its peers. With CBS, you will receive custom-designed solutions and strategies unique to you and cutting edge in the marketplace. For a more complete review of CBS, click here.

Retirement Plans

As a business owner, employer-sponsored plans are one of the simplest ways to build your retirement savings. They are also an effective way to give peace of mind to employees and attract new talent to your organization.

Often, the difficult question isn’t whether to start a retirement plan, but how to choose the one that works the best with your company.

Whether you are a professional trying to maximize your own tax deductions and wealth accumulation, a large employer trying to take care of your employees, or somewhere in-between you have options. Each has its own benefits, complexities, and cost structures. Some are best suited for large companies and others are better for sole proprietors.

However you match up, we can help you design, implement, and manage a plan that will help you and your business optimize your accumulation, growth and tax deductions. What does that mean to you and your employees? Peace of mind. Take the edge off the future by properly planning now.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck