For business owners, we are offering a complimentary review of your 401K and employee benefit plans, including medical insurance and other related benefits. Let our team of retirement planning and employee benefit experts:
- Review your plans.
- Review related fees and costs.
- Make actionable recommendations where appropriate.
In addition, we will be glad to review any other financial planning area where you may have questions or concerns.
The Shapiro Financial Planning Group works closely with Professional Employer Organizations (PEO’s). By pooling the risk, they can offer small and medium size businesses cost savings on medical insurance, and other related benefits. Working with a PEO provides an incredible human resource and an excellent alternative in the group marketplace. When you outsource the management of your employee benefits, it gives you more time to focus on your business.
Our employee benefits division has one of the top PEO brokers in the country, recently featured in Forbes Magazine (Forbes article), and we are experts in all phases of employee benefits. We just moved a privately held company, of about 80 employees, to a new certified PEO, effective immediately, generating a very substantial annual savings. We can do the same for you.
Give us the opportunity to review your employee benefit plans and show you alternatives that offer the best coverage at the lowest cost.Take advantage of our offer of a free review, call or email us today.
516-338-8700 ext. 1236
