Our goal is to help you find the best benefits at the lowest price and save you time by providing proactive on-going service.

We provide all types of employee benefit programs, which are tailored to help meet your needs.

Group Benefit Plans

  • Qualified Retirement Plans (consultation, implementation, continuing education, and service)
    • 401(k)
    • Profit Sharing
    • SEP’s
    • Simple Plans
    • Executive Deferred Compensation
  • Medical Insurance (HMO/POS/PPO/HSA plans)
  • Dental Insurance
  • Life Insurance
  • Short & Long Term Disability Insurance
  • Long Term Care Insurance
  • Flexible Spending Accounts (FSA’s)

Pro-Active Advice

We will keep you informed of any changes in legislation, or policy and procedure using the brief, straightforward style our clients have come to appreciate. All of our clients receive monthly letters and invitations to our monthly investment calls and financial seminars.

Financial Planning for Employees

In addition to servicing your company’s retirement plan and group employee benefits, we offer comprehensive financial planning services for every employee. Offering financial planning services enhances goodwill and may help attract new employees. Often, without this service, many of your employees may not have access to professional financial advice.

Retirement Plan Money Management

If your portfolio lost more than 10% in the last recession, you need to take another look at how you are managing risk. Although target date and asset allocation funds are popular in retirement plans, they are not necessarily the best way to manage money. Our investment methodology uses technical analysis, relative strength, and a sell-side discipline to minimize losses and maximize gains.

Companies and individuals may take advantage of our money management in two ways:

  1. We can become the broker of record of your retirement plan and provide all participants proactive investment advice as market conditions change; or
  2. Individual participants of the retirement plan may pay us a small fee to manage their personal retirement accounts.

Email or call us at 301-588-0514 for more information.