Services for Businesses

Extensive evaluations are made of all employee benefits, attempting to achieve cost reductions and/or other improvements. If suitable, new benefits will be recommended. We proudly offer free consultations, free educational workshops, as well as free financial consulting for the Key employees and General staff on an individual basis.

· Healthcare Savings Accounts (HSA)
· Cafeteria Plans
· Qualified Retirement Plans
· Personal Financial Planning Services for Owners and 
  Key Employees
· Financial Planning Workshops for the Business Entity
  Staff Employees
· Employee Advantage Programs at no cost
  to the employer
· Worker’s Compensation
· Payroll Processing

Do you know how much your Workers Compensation Insurance and related issues are costing your company? If so, we can show you—at no cost.

We provide our clients with an in-depth audit of their last 5 to 7 years of work comp policies and premiums, recovering overpayments and overcharges. Best of all, it won’t cost you a cent. Our fee is only a percentage of what we recover on your behalf. No recovery—no fee, it’s that simple. Contingency-based recovery services at your service...It’s your money, let us recover it for you!

Our skilled comp auditors, many of whom are former insurance professionals that once audited for major carriers, are now auditing those same insurance carriers to recover hundreds of thousands of dollars for our clients every day. It’s time your work comp carrier paid you!

Contact Us | Tell a Friend | Back to Top

Residential Mortgage Programs

In the market for a new home or investment property? Attempting to refinance or take equity out of your current home? Call us to find the best programs and options for your specific situation.

Contact Us | Tell a Friend | Back to Top