Financial Services

Qualified Retirement Plans

Financial Planning/Wealth Management

Insurance Services

Other Services

Group Benefits
The Advisor Group is uniquely qualified to aid employers in the design, implementation and communication of your competitive benefits program. Our professionals will guide you through the many plan design options of MSAs, FSAs, HRAs, HSAs, PPOs and HMOs. We’ll keep you HIPPA and COBRA compliant and we’ll keep our eye on the marketplace by providing regular cost evaluations, up-to-date regulatory information and ongoing plan maintenance and monitoring. Professionalism and service will distinguish
your Advisor Group benefits planning experience from all others.

Voluntary Supplemental Benefits
While these aren’t typical insurance products, business owners should take these practices into account when planning for the long term success of their company.

Property/Casualty Coverage
An important part of managing any business is protecting it from a catastrophic loss or liability. Our professionals can provide your business with a comprehensive risk analysis. We will evaluate your current plan in order to identify any shortfall in coverage or opportunities for a more competitive premium. Whether you want to initiate or improve upon an existing bonding relationship, insure your service fleet against liability or review your workman’s compensation coverage, The Advisor Group will assist you in meeting all of your risk and liability coverage needs.