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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 and Employee Services

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!

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Words of Wisdom

"The investor of today does not profit from yesterday's growth." - Warren Buffet

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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