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!