First Coast Financial Advisors


benefits planning
Teressa Burkholder

 

 

 

Insurance / Benefit Consulting
Growing and managing a successful business is challenging. We can ease the burden in two important areas:

  • Making sure your employee benefits plan provides you with maximum value for your investment
  • Ensuring you get the most out of your own retirement planning as a business owner

Our services include:

  • Group health insurance plans
  • Voluntary employee benefit plans such as dental, life insurance, and disability plans
  • Workers compensation insurance
  • Retirement planning for business owners - SEP IRA's, 401(k)'s, and deferred compensation plans

Call us for a complimentary review and audit of your current employee benefit plan. We can provide you with an objective, third-party analysis to ensure you're getting the most for your plan dollars.

 


   
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