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your PARTNER IN Business 

We take pride in ensuring your business is successful and profitable.  We are here to service you.

Employee Retention

We are currently in a high turnover rate for employees which costs the employer 2-3 times the amount compared to keeping that 1 employee.  We provide you with proven ways to retain your employees.

Business Succession Planning

Most business owners do not take the time early enough to have an exit strategy and therefore get financially handcuffed to continue to run their companies.  Creating a simple succession plan is well worth the time.

Income Protection

One of the most difficult challenges is providing financial security to the ones you love.  If something unexpected happens to you, will your family take on a burden or will they be protected?

Key-Employee Benefits

How can you reward your vital employees without breaking your bank? We have the options that will give those key employees a high reward at a low cost.

Employee & Owner Retirement Plans

It is evident that employees who are given a retirement option through their employers feel more secure and are better producers. Retirement programs are not a one size fit all, we provide you will all the different options so you can choose what will fit your situation best.

Core Health Benefits & Voluntary

We have seen the burden and advantages of providing Health insurance to employees. We use all of our influence and expertise to bring the overall costs and expenses down for employers and employees.

What Our Clients Say

L.A.

We used Julz's services in setting up a retirement plan for our company and also having our health benefits through her.  She is extremely informative, and responsive and takes the time to ensure all my questions are answered.

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