LIFE INSURANCE, DISABILITY INSURANCE, GROUP HEALTH AND DENTAL, GROUP LIFE AND LTD, STANDALONE AND HYBRID LONG TERM CARE, AND ANNUITIES
Commercial finance consultancy.
Financial Service Provider, Focusing on Comprehensive Financial Planning.
Asset Enhancement Solutions, LLC (“AES”), is a financial advisory firm that provides both Investment Banking and Consulting Services to companies considering important transactions such as selling a company, acquiring a company and raising capital. We specialize in arranging debt and equity financing for companies with challenges. Unfavorable challenges such as operational, legal, tax, financial or liquidity issues or positive challenges such as opportunities for growth, acquisitions and long-term success. AES works with middle market companies, public companies and small businesses.
- Property & Casualty (including workers compensation, D&O and Professional)
- Employee Health Insurance Plans
- 401k Plans and other retirement plans
- Captive Insurance Companies and other alternate risk funding strategies
Equinox Financial Partners helps clients accumulate and preserve wealth for themselves, their children and their grandchildren.
Strategic Financial Group
Wealth Management with a concentration in retirement plans and wealth management for high net worth individuals. APS – actuarial and third party administration for 401(k), profit sharing, cash balance and defined benefit plans
Trusted Financial Advisers to Businesses/Individuals: Fee-based financial planning, investments, insurance and retirement plans (401k, 403b, Simple IRA, SEP, etc.)