Are you a business looking to reduce payroll taxes while providing your employees quality health benefits and potentially an increase in pay?

We are a financial wellness company that creates meaningful relationships while helping businesses and people make and save money. We provide businesses ways to save payroll taxes with health management plans while often increasing employees’ income! Win-win! We also protect our client's retirement, assets and family through life insurance/legacy planning, health insurance (individuals, families and businesses), managed accounts, and Employee Retention Credit.

Schedule an appointment so we can help you and your business with:

• Payroll Tax Reduction
• Health Management Plans
• Group Benefits
• 401k Plans

We provide businesses with ways to save payroll taxes and provide employee benefits via section 125 cafeteria plans (including health management plans)!