Corporate Benefit Solutions

Bring clients benefits solutions that create the best value for their businesses.
 

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Wealth Management

Wealth management is the integration of financial strategies and advisory services to assist affluent clients...

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Insurance Planning Services

Risk is part of life, regardless of where you live or the lifestyle you choose.
 

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Total Benefits Advisors is a multi-faceted team of independent advisors dedicated to helping employers maximize the value of their benefit programs and contain their costs and help the individuals that work for them achieve their financial goals. 

Employer Services

  • 401(k) & Pension Plan Designs
  • Retirement Plan Trustee Services
  • Investment Platform Analysis
  • Fiduciary & Compliance Management 
  • One-on-one Employee Education
  • Group Life, Medical, Dental, Disability and Vision Programs
  • HSA, HRA, FSA & COBRA Services

Employee Services

  • Wealth Management
  • Financial Planning
  • Portfolio Asset Management
  • College Savings Plans
  • Life Insurance & Estate Planning
  • Cash Flow and Budget Analysis
  • Disability & Long Term Care Insurance

The integration of corporate and individual advice for both the employer
and employee is a winning combination!