Financial Resource Associates is an organization dedicated to helping families,
individuals and businesses recognize, develop and achieve their financial and
life goals through comprehensive financial planning, estate planning, divorce
services, investment advisory services and insurance services.

 

 

 

 

 

"I’d say it's been my biggest problem all my life... it’s money.
It takes a lot of money to make these dreams come true." Walt Disney



In today’s highly mobile society, it can be difficult to retain good employees. The time and money spent training new employees is only part of the expense caused by the upheaval of heavy employee turnover. A good benefits package can be the motivating factor to stay in a position rather than move on to another company. Employee benefits come in such a wide range of choices it’s possible for any size business to afford a worthwhile program.



The value added services we provide sets Financial Resource Associates apart from
other group services companies. Some of those value added services include:

Brown bag lunch meetings
Workshops & Seminars
Newsletters
Business planning with management
Assistance in meeting fiduciary responsibilities




Areas of specialized services:

Profit Sharing Plan
SEP IRA (for self-employed individuals)
Simple 401(k)
Standard 401(k)
Individual 401(k)
Simple IRA
Employee Salary Savings Plan
Stock Option Plan
Cafeteria (Section 125) Plan
Group Insurance Coverage
Health
Life
Disability Income
Long Term Care Programs
Dental and Vision Plans




If you would like to build a stronger relationship with your employees and would like to explore the options that would be best for your firm, give us a call and we can provide you with a comprehensive review of your options.