Service overview

Your employer’s benefits package can be a tremendous financial benefit. From subsidized insurance premiums to retirement savings, company benefits help greatly in both the short and long-term. After a review of your current benefits package, we can provide guidance on selecting the most suitable options to maximize the value of the benefits package for your specific needs.

401K plans are the most common benefit that adds in reaching retirement goals, but the option to invest through Health Savings Accounts and utilize the tax benefits of Flexible Spending Accounts and Dependent Care Accounts, when offered, can be very valuable. Like all aspects of financial planning, reviews are done when changes are made to the benefits package or to your current financial situation.

Key benefits