Our Services
Group Retirement Plan Service:
The main calling card for our organization is the top-notch, local in-person and office service we provide to Municipal 457(b) deferred compensation plans. Our licensed, financial professionals will conduct in-person, on-site, one-on-one and group meetings with your employees to help ensure they have the guidance needed to reach their financial goals. We supplement this on-site service by providing local phone, email, and video support to your participants so they know they can get their questions answered at anytime. Your employees are also welcome to come visit our office during normal business hours for help with transactions, account reviews, or any other questions that pop up.
Our expertise in this area also extends to the administrative level where we can take some work burden off of your benefits department and help guide the plan on industry matters. This is especially important as regulations in the industry change and your plan needs to maintain compliance.
Individual Investment Management:
For individuals tired of dealing with their investments and planning on their own, our group can help you identify the goals you should be shooting for and invest in the right things to help you reach them. This process starts by analyzing your current financial situation, narrowing down the financial goals to achieve, and then picking the correct investments to fit those needs. While developing a customized financial program, we will walk you through a step-by-step process to help you feel confident in your decisions.
Medicare Guidance:
If you are Medicare eligible and have questions about Medicare supplement coverage, Cathy Elia in our office is a licensed Medicare professional who can help you understand the A, B, C and D and make it simple. She can remove the complexity of choosing the right Medicare plan, and help you understand which options cover the most prescriptions you use to provide the best bang for your buck and educate you on various savings plans that may be available.