Is your health insurance healthy? How do you know?
Will you have the right policy at retirement?
Are you offering the best policy for your employees?
We can help determine the best fit by providing consultation services to review your current policies or packages.*
*A consultation fee may apply and will be specified up front based on complexity and time needed.
Each year, it is vital that we review your programs to assure that you are getting the most up to date and most affordable insurance coverage.
Our annual review includes:
Premium vs Coverage
Out of pocket expenses
Individual Retirement Package Review
We will analyze your retirement package to make sure you have planned successfully for your retirement years. This includes reviewing;
Group health benefits
Other resources such as IRA and Roth IRA
Small Business Retirement Package Review
We annually review small businesses. Our small business review includes:
Business succession planning
Business owner estate preservation planning
HOURS & LOCATION
3801 Germantown Pike, Suite 200
Collegeville, PA 19426
2136 Deer Ridge Drive
Pottstown, PA 19464
Monday - Friday
8:30 am to 5:30 pm
9:00 am to 12:00 pm
Evenings by Appointment