Group Insurance & Retirement Planning

It has been proven for years that employees work more effectively and stay with an employer longer when they have benefits that take care of their health related matters without having to worry about going out of pocket. Plans can be very customizable to meet many budgets and desired structures.

When it comes to a group retirement fund, employers can (but don't have to) match amounts contributed by employees, and offering such a plan is one of the easiest ways to save for your retirement without having to think about setting money aside after having received it in your bank account. 

The best part about these solutions is that with a competent and caring planning team, you also offer your entire company comprehensive, customizable and private financial planning solutions (though for the business owner, having an added business expense for tax purposes isn't a bad thing either!)

Where you are interesting in building a plan for your company or wish to have us speak with your employer to see if they would be interested in building a plan, contact us for more information or book a meeting to discuss here.