Corporate and Individual Consulting

Secure Benefits happily provides your company employees with individual financial and estate planning services, on request. This may include information and implementation of additional benefits and/or retirement programs such as Cost Plus or Health Spending Accounts for benefits not covered under the traditional insured programs or an individual pension plan. As part of our service we will work with you to provide both life insurance and disability insurance to provide funding for your Buy-Sell agreement and for Key-Man insurance.  Retirement planning for your executives and employees includes an in-depth analysis of the family’s current situation and as well an assessment of their retirement goals. We then develop a comprehensive plan to achieve those goals. This process is reviewed on a regular basis to ensure they continue on track to retirement. Once the individual reaches retirement we work with them to draw their income in the most tax effective way.

In addition we offer our corporate clients a series of free seminars to help your employees gain greater control of their financial futures.  The topics range from Managing your money, Building a Financial Plan and Investment planning, among many others.  These have been received as a very valuable addition to the employee benefit plan at no cost to the employer.