Advanced Benefit Strategies provides small and
medium sized companies with employee benefit plans and
tax saving strategies. We give business owners the
purchasing power of a large company by providing a full
menu of benefit plans including 401k, 401k safe harbor,
412(i) Pension Plans, ESOPs, and Profit Sharing.
At a minimum, in addition to sound retirement plans with
you and your employees, you will gain a valuable asset
in having your benefit consultant technically proficient
in:
Estate and Probate
* Tax planning, trust, and wills
* Durable power of attorney.
Senior Age 65 Issues
* Medicare supplement plans, Medicare Advantage Plans
and Medicare RX plans
* Miller's trust
For the individual we are able to provide many of the
same benefit and life planning that applies to the
business
owner. For those who have changed jobs a number of times
looking for the right place to fulfill their ambitions
we
are able to consolidate their previous 401k's into a
personal retirement account.
At a time where a substantial number of individuals are
not only caring for their children, they are also
caring for an elderly parent. Advanced Benefit
Strategies can assist with college planning as well
as senior issues.
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