Business Services

Retirement Plans:

•Analyze present benefit plans to see that they meet current needs. 

•Relieve the employer of much of the work involved in establishing and maintaining a retirement plan or executive benefit plan.

•Assist the employer to build plans that fits the culture and expectation of the firm and industry.

•Service the benefit plans via regular participant education meetings and prompt responses to any and all questions.

•Oversee plan record keeping and administration performed by others. 

Executive Benefit:

•Selective Executive Benefits and Personal Financial Review Services