Dedicated to Your Retirement Success

Strategic Planning Strategies for Your Retirement Future

Our comprehensive range of services enable individuals to strategically prepare for their retirement future by addressing key aspects such as optimizing workplace benefits, preserving, and distributing assets, ensuring educational funding for loved ones, and navigating healthcare coverage, thereby helping you feel more confident in your future planning.

Corporate Benefit Plans

Are you currently looking for a company to provide your business with employee benefits services? Turn to our knowledgeable team for the services you need. Whether you have a small business and don’t have the space for an in-house human resources staff, or you simply want to have an outsourced extension to your team to help you create a benefits plan for your employees, we may be able to help. We have more than 20 years of experience in the industry of employee benefits services throughout many states.

  • Employee Benefits

    We can take care of a wide range of employee benefits, from group life and health insurance to benefits for workers’ compensation and disability benefits.

  • Worksite Wellness

    Encouraging employees to stay healthy is an excellent way to raise morale and productivity, and possibly reduce healthcare costs among many other things.

  • College Funding

    Are you looking for college funding resources for your company? If you would like to provide your employees with a way to save for college, we may be able to help.

  • HR Solutions

    Our team is able to provide you with an extension of your current HR team by offering group benefits packages catering to your business needs.

  • HEBA Benefits

    HEBA (Hospital Employee Benefits Association) may be able to help to recruit stellar employees by providing a variety of cost-effective benefit resources.

  • PFLMA (Paid Family Medical Leave Act)

    PFLMA (Paid Family Medical Leave Act) can help employees with job-protected leave for family and medical reasons and we can assist individual in understanding the implications of taking leave, developing a plan, and exploring available resources to help manage their finances during the leave period.

Estate Planning Strategies

Estate planning involves planning for how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated. Assets that could make up an individual’s estate include houses, cars, stocks, life insurance, pensions, and debt. Our office Paralegal focuses on assisting our clients by obtaining and updating their estate plan through our attorney approved documents.

  • Fact 1

    In a will, you state who you want to inherit your property and name a guardian to care for your young children should something happen to you and the other parent.

  • Fact 2

    If you leave anything more than a small amount of property through a will, probate court proceedings will most likely be necessary after your death. Probate can take 6 months to a year and could cost up to 5% of your estate in court and lawyer fees.*


    *https://trustandwill.com/learn/california-probate-fees

  • Fact 3

    If you hold your property in a living trust, your survivors will not have to go through probate court. At the time of your death, your trustee transfers ownership of your properties to your beneficiaries, which most of the time only takes a few weeks, with no court or lawyer fees to be paid.

  • Fact 4

    A trust is an arrangement in which a person (trustee) holds legal title to property for another person (beneficiary). A living trust is simply a trust you create while you are alive, rather than one created at the time of your death.

  • Fact 5

    We feel these legal documents can be an important part for any family wanting to avoid lengthy proceedings in the future and will work with your attorney to ensure your legacy plans are integrated into your retirement  strategies.

College Funding

Our main priority is making sure students receive the best college education at the most competitive prices. We want to help families save the time and stress that comes with college funding, deadlines, and applications, along with choosing the right school for the student. With our help, you may be able to reduce debt on the front end and in after-college years.

Medicare Planning

Have you come to the stage of your life where it's time to begin thinking about your retirement plan? Need assistance understanding the complex nature of Medicare? If you answered yes to either of these questions, it's time that you reached out to us! We help men and women across our community learn about Medicare and the various supplemental insurance options alongside these programs.

Join us for a complimentary retirement seminar!

We educate people on many topics and believe in the importance of providing information that is not only easy to understand but that can help people take straightforward and practical steps to improve their lives both now and in the future.

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