HEALTH INSURANCE

A properly implemented health benefit is the integral component of a company’s benefit package.  Our advisers will analyze and propose options that will both meet your employees needs and remain within the employer’s budget. 

Types:

  • HMO
  • EPO
  • PPO
  • POS
  • HSA

GROUP BENEFITS

Ancillary benefits, whether employer paid or voluntary, enhance a company’s ability to attract new employees and retain existing employees. 
Types:
  • Long Term & Short Term Disability
  • Dental
  • Vision
  • Life
  • LTC

TAX ADVANTAGED

Our team of consultants include tax professionals that will assess the benefits of implementing one or more tax advantaged programs permitted by the IRS.
Types:
  • Health Savings Accounts(HSA)
  • Flexible Savings Accounts(FSA)
  • Health Reimbursement Accounts(HRA)
  • Cafeteria Plans(Section 125)

RETIREMENT

Our strategic partner, Lotus Financial Group, includes a team of financial consultants that will analyze, propose and monitor your companies retirement plan.
Types:
  • 401k’s
  • Simple IRA’s
  • SEP IRA’s
  • Roth IRA’s
  • Defined Benefit Plans

We meet your financial investment needs!

Learn More

OUR LOCATIONS

MATAWAN

278 Route 34, Suite 1 & 2
Matawan, NJ 07748

STATEN ISLAND

1303 Clove Road
Staten Island, NY 10301
Phone:  (718) 981-0600
Fax: (718) 981-9601

Contact Us Today!

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