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With Integrity on your side, you can live life secure today and tomorrow. We work with you to identify your unique needs and develop a plan that ensures your security.
Our services include: |
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Every business has its own needs, and employee benefit packages are not just cookie cutter programs. Let us create a custom package tailored to YOUR needs and budget.
We offer: |
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Retirement Planning
401 (k) rollovers
IRA/Roth IRAs
Financial Planning
Portfolio management
Investment advisory
Estate planning
Insurance
Individual health insurance
Medicare Supplements
HSA (Health Savings Accounts)
Life insurance
Long-term care insurance
Disability insurance
Dental insurance
Brokerage Services
Listed and OTC stocks
Bonds (corporate, government, municipal)
Alternative investments*
* Alternative investments require minimum suitability requirements, and you should read a prospectus carefully before investing. |
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Employee Benefit Services
Group health insurance
Consumer driven health plans
Self insured health plans
HSA (Health Savings Accounts)
HRA (Health Reimbursement Accounts)
PPO (Preferred Provider Organization)
HMO (Health Maintenance Organization)
Dental (Indemnity and DMO)
Life and AD&D insurance
Disability (Long-term & Short-term)
Voluntary Products:
Dental
Vision
Term Life
Cancer
Section 125 (Cafeteria plans)
HIPAA
Retirement Plans
401 (k) plans/IRAs/Simple IRAs and SEPS
HIPAA |