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Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React A Plan For Life

Become a Part of Our Family

Our first priority is helping you take care of yourself, your family and your organization. We want to learn more about your personal and business situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Designing an Employee Benefit Plan

Designing an Employee Benefit Package

When you begin to create an employee benefit plan, you may want to start with a few core benefits including a retirement plan, health insurance, and supplemental coverages. These benefits form a base from which your company’s benefit plan can grow and evolve in the future. Every year or two, it may be wise to consider the addition of a new benefit to the plan, such as dental insurance or disability income insurance.

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Precious Moments Through Prudent Strategies

Precious Moments Through Prudent Strategies

Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement or looking to better understand certain investment ideas we can help you address your most pressing financial questions.

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Employer Sponsored Retirement Plans

Our "Strategic" Process

If you’re retired (or would like to someday), our “Strategic Process™ will provide you with answers to four critical questions:

  1. Will you run out of money in retirement?
  2. Are you overpaying your taxes?
  3. Is your portfolio suitable for retirement?
  4. Is your estate plan sufficient for your goals?

Answers to these questions (and others you have on your mind!) are documented and delivered in a personalized Financial Roadmap. 

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