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Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information available. We offer personalized, hands-on service. We educate our clients about financial concepts and products and take the mystery out of investing, insurance, estate conservation and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

RETIREMENT PLANNING

- 401(k) Plans
- 403(b) Plans
- SIMPLE IRA’s
- Fiduciary Services
- Employee Education
- Deferred Compensation Plans
- SERP's
- 457 Plans
- Section 162 Executive Bonus Plans

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INDIVIDUAL FINANCIAL SERVICES

- Business Succession Insurance
- Debt Insurance Coverage
- Key Person Insurance
- Executive Benefits Insurance
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Annuities
- Executive Conservation Strategies
- Wealth Managed Programs
- Mutual Funds
- IRA's IRA Rollovers
- Financial Planning

EMPLOYEE BENEFITS

- Fully Insured Plans
- Partially Self-Funded Plans
- Shared Savings Plans
- Life/AD&D
- Short Term Disability
- Long Term Disability
- Dental
- Vision
- Critical Illness
- Accident
- Hospital Indemnity
- Health Savings Accounts (HSA)
- Flexible Spending Accounts (FSA)
- Health Reimb. Arrangements (HRA)
- Health Savings Accounts (HSA)
- Flexible Spending Accounts (FSA)
- Health Reimb. Arrangements (HRA)

Employee Benefit services offered through Varney Benefit Advisors https://www.varneybenefits.com/

LET’S GET CONNECTED

Let us establish a connection to foster a meaningful and collaborative dialogue.

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