Services

Employee Benefits

Our benefits experts create comprehensive affordable packages for small and medium-sized businesses. We compare products and services from every major health insurance carrier, life insurance company, and 401(k) provider and research available options to help clients choose the most appropriate models. Our role is liaison to those companies and we work on behalf of our clients to make sure employees are taken care of properly and efficiently. If there are ever any questions or problems, our team handles it. Clients make one call to us, and we take care of everything else. 

 

Life Insurance

Our goal is to help you protect your family. Life insurance is a necessity for anyone with loved ones depending on them financially. Our experienced agents will help determine how much coverage is suitable for your unique situation, and what type of policy is most appropriate. We use our extensive resources to get quotes from every major life insurance carrier in the country, and we discard quotes from unstable or unsuitable companies. We'll help you understand the different product types, and walk you through the application process. Our role is liaison to the insurance companies, so we work for you, not for them. 
 

Retirement Planning

 

Regardless of whether you're just starting out in your career, or approaching its end, professional assistance is paramount to successful retirement planning. Our team of retirement planners and investment advisors will help you understand all the options, plus generate comprehensive projections illustrating how much money you'll likely need and how much you'll likely have. We work with every major provider of retirement products, and our goal is to help you find and implement the most suitable, advantageous strategy to meet your goals. 

Income Taxes

 

Filing income taxes can be confusing and overwhelming, especially if your financial situation is complicated. It's also important to submit a properly completed return, free from errors. Our team of professional tax preparers works together to ensure that all returns are of the highest quality to maximize your refund. We are also dedicated to keeping preparation fees as low as possible, and we guarantee we will beat any competitor's prices. 

Health Insurance

 

We work with the biggest and best health insurance carriers in the area to help clients find the most appropriate policy to suit their needs and budget. Our role is as your liaison to the insurance companies, so you never have to worry about the time or hassle of trying to get in touch with them directly. We'll make sure you understand every facet of the plan you choose, so there won't be any confusion or surprises when you need to use your benefits. Our goal is to make sure you and your family find the best coverage at a price you can afford. 
 

Portfolio Mgmt

 

Picking the best investment options is never easy, especially if you're unfamiliar with the industry or don't have the time to learn and study and research various securities. That's where our team of portfolio management experts and investment advisors comes in. We're here to help you choose the most suitable investments for your goals and your unique situation. We'll help you understand how it all works, as well as the potential risks and rewards. Our experts will also show you multiple hypothetical scenarios using different investment options and techniques, allowing you to make the most informed decision possible. 

© 2017 by Anything Needed Financial

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