Employee Benefits Planning

Employee Benefits Planning

Employee benefits can be confusing. Many options are available. Choices need to be made for health insurance, life insurance, short and long-term disability insurance, compensation, HSAs, FSAs, High deductible health plans, and retirement account contributions and matches. We will explain all these accounts and how they can best be deployed for maximum benefit to you and your family.

Employee Benefits Planning Services We Offer

We will help walk you through all the options. We will explain what we think is the best fit for you and help you select it within the enrollment periods. We will explain how matches and vesting schedules can be chosen and will apply to your retirement accounts. We can also explain how you may be able to pay premiums to maximize your tax-free disability benefits.

Depending on the industry, stock options or RSUs may be available. We can help you understand vesting schedules and when you are going to receive what has been promised. We will help you choose and exercise these options/units at the right time to maximize profit and minimize taxes.