Broker Check

Group Benefits

A comprehensive and cost-effective benefits package may be a useful tool for a company to attract and retain its most valuable resource- its people. Precision Wealth understands that running your successful business is your priority. Often, this leaves little time to do the research required to create, implement, and service a comprehensive benefits package for employees and key personnel.

Our independent status allows us to choose among the most competitive products and services when developing our client’s benefits package. Whether implementing a new plan or looking to lower costs, increase service, or potentially better performance from your existing plan, we will help to build a solution specific to your company’s goals.

Unlike other group benefits providers, we at Precision Wealth feel that the implementation process is just the beginning of a group or executive benefits package. Our continued service and experience provides value and utility of the benefits plans we prepare for our clients.

Group Benefits

  • Current Benefits Review
  • Group Health Insurance
  • Retirement Plans such as 401(k), 403(b), and SIMPLE Plans
  • Short Term Disability
  • Long Term Disability
  • Dental Plans
  • Vision Plans
  • Section 125 Cafeteria and Flex Plans
  • Group 529 Education Savings Plans

Owner/Executive Benefits

  • Executive Bonus Plans
  • Buy-Sell Agreements
  • Key Person Plans
  • Deferred Compensation
  • SEP IRA’s
  • Pension Plans 
  • Advanced Executive Plans