Broker Check

Employee Benefits

The WealthBridge approach is customization. We can work to provide a plan that cost effectively meets your specific needs.

Benefit Strategies & Options Include:

  • Medical;
  • Dental;
  • Vision;
  • Life/Accidental Death & Dismemberment;
  • Short & Long-Term Disability Income;
  • Section 125 Flexible Benefit Plans;
  • Healthcare Savings Account;
  • Voluntary Benefits;
  • 529 College Savings Plans;
  • Qualified Plans (401k, SEP, SIMPLE, IRA’s)

Following design & Implementation of a benefit plan for our business clients, we will provide ongoing service and review of the benefit plan to keep our clients competitive in the marketplace.

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