Want to offer a retirement plan for your employees but need to keep it simple?

Swipe through ➡️ to learn about the new starter 401(k) — designed specifically for small businesses that want to provide a retirement option without the complexities of traditional plans.

Have questions or want to explore your options? Our team is here to help. Give us a call anytime.

Financial Literacy Month is here! Take charge of your financial future by brushing up on these key savings terms. Swipe through to learn more.

Ready to dive deeper or see how these terms apply to your goals? Our team is here to help! Reach out anytime.

April is Financial Literacy Month, and we’re here to help you boost your financial know-how! Let’s break down two essential credit terms you should know. Swipe through to learn more.

Have questions or want to explore how these concepts align with your goals? Our team is here to help — reach out anytime!

April is Financial Literacy Month! To celebrate, let’s explore some lending terms that play a significant role in financial decisions. Swipe through to learn more.

Have questions about how these concepts fit into your financial goals? Our team is ready to assist — reach out anytime!

Selecting the best health insurance for your team is more than a compliance box to check — it's a way to invest in your employees' well-being and satisfaction. Swipe through for key insights on how to make an informed choice.

Have questions or want to explore your options? Contact our team today. We are here to help!

As we mark Safer Internet Day on February 11, now is an ideal time for businesses to take stock of the current landscape. Scroll for three stats that illustrate cyber risks and three steps that protect businesses against bad actors.

Ready to enhance your approach? Connect with us to discuss strategies that protect your business and empower your team.

This weekend calls for a “super bowl” — and no, we’re not talking football! We're talking about a super burrito bowl that’s perfect for game day. 🏈 Here’s how to whip up a winning dish: 🍚 Cook 3 cups of cilantro lime rice (or use white or brown rice). 🌶️ Sauté fajita veggies — green peppers, red peppers, and onions. 🥣 In a large bowl, layer the rice, 2 cups of beans (black or pinto), and sautéed veggies. 🥑 Top with your choice of salsa, guacamole, shredded cheese, or other favorite toppings. 🧂 Sprinkle with sea salt and pepper, and serve with lime wedges and tortilla chips. The best part? You can easily double or triple the recipe for a crowd and ask guests to bring their favorite toppings for a true team effort! Whatever’s on your menu this Sunday, we hope it’s a winning combo. And as always, if See More

🚨 In November 2024, the IRS announced new retirement savings limits for 2025, which could affect your financial plans. 🚨

Swipe through to learn more about these important changes.

Are you wondering how these updates fit into your current retirement strategy? Give us a call today — we’re here to help!

As we enter 2025, recent findings from the 2024 LIMRA Insurance Barometer Study reveal critical insights into life insurance coverage. These trends are important for anyone focused on financial planning and protection for loved ones.📉

Life insurance doesn’t have to be out of reach. Connect with us to explore affordable options that offer peace of mind and financial security for you and your family.