My goal is to assist clients in achieving their goals. Whether you are looking for advice on employee benefits, retirement plans or other Insurance and protection concepts
I help business owners who want to offer employee benefits at NO COST to the business or the employees. This allows employees to have additional ancillary/ supplemental benefits they couldn’t afford, without affecting take home pay.
*Average Benefit Bank of $1,200—$1,800 annually for the purchase of voluntary benefits
*Employers save an average $550 per year per employee.
Most business owners don’t know that 67% of all employer-sponsored 401(k) plans aren’t ERISA & DOL compliant? You could be at risk of costly fines without knowing. We offer fiduciary oversight protection eliminating 95% of your liability. Teaching owners how to avoid these pitfalls with their 401k program.
And the big one is teaching clients how to get out of debt. What If You Could Pay Off All Your Debt In As Little As 5-7 Years?
I use a proven system teaching people how to cancel a majority of their monthly interest payments by leveraging the income they already have.