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Employee Benefits

In the world of retirement planning, there are four key areas where we can assist business owners. They are:

  • Employee Benefits
  • Key person insurances
  • Buy-Sell Agreements
  • Business succession planning

We can explore ways to help you save money on your benefits package while adding value and security to your benefits offering.

Shawn, Fred, Kris, and Matt have spent their careers in the business world and, as a result, can communicate effectively with you to help deal with any or all of the financial risks of owning your own business.

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Dental / Vision

Life, Disability, & Long-Term-Care Insurance

Health Insurance