Health Benefits and Retirement services

We specialize in providing customized financial solutions for nonprofits and mission-driven organizations, empowering leadership teams to focus on their mission. With a deep understanding of the unique financial challenges faced by these organizations, we offer tailored strategies and support that align with your values and goals.
Our Services Include:
    •    Rabbi Trusts
    •    Deferred Compensation
    •    403(b) Planning
    •    Compensation Studies
    •    Healthcare Solutions:
    ◦    Group Health Insurance
    ◦    ICHRA (Individual Coverage Health Reimbursement Arrangement): An employer-funded benefit that allows employees to use tax-free funds to purchase individual health insurance plans and get reimbursed for premiums and qualifying medical expenses.
    ◦    QSEHRA (Qualified Small Employer Health Reimbursement Arrangement): A health benefit program for small employers (fewer than 50 employees) to reimburse employees for individual health insurance premiums and qualified medical expenses, tax-free.
    ◦    HCP (Healthcare Contribution Plan): Our proprietary healthcare solution designed to address your unique needs.

Whether you need assistance with retirement planning, employee benefits, or insurance coverage, we’re here to help.
Focus on your mission. We’ll handle the rest.