Financial Services:

·         No fee financial review once a year per employee and or family

·         Quarterly asset allocation education (regardless of plan provider)

·         Life, long term care, disability, Medicare insurance needs analysis

·         IRA, 401K rollover education and service              

Lending Services:

·         Reduced costs in purchasing or refinancing a home

·         Lunch or break time consultations (predetermined site by company)

·         On site or at home closings

·         Quick loan processing

·         One application shops multiple lenders 

·         Credit repair service

Health Insurance Group and Individual Solution Services:

·         Short term health evaluation for seasonal or new employees

·         Voluntary life, dental and disability programs set up

·         Medicare Supplement and Long Term Care review and service for any employee or family member

·         Custom individual health plan set up for part time and non premium employer paid family members of employees

Educational Services:

·         Financial Planning Seminar (How to Win the Money Game)

·         Mortgage Seminar (How Does Your Mortgage Work)

·         Health Insurance Education Seminar

·         Other  seminars available -all seminars can be one on one for individual employee