Healthcare Plan Solutions for Business Owners and Families: Consult on a basis of total cost exposure adjusted for taxes
Have developed proprietary group plan solutions to assist in capital and employee retention: 401(hp)™ and Family Savings Plan™
Qualified Plan Design: Consult to help businesses maximize their plan designs for defined benefit, defined contribution plans including 401k, profit sharing, Safe Harbor, and Cash Balance plans
Alternative Investments: Have a relationship with AG Capital - the #1 ranked hedge fund in the CTA category. AGC has performed +22.7% annualized in past years and is uncorrelated to stock and bond markets. They are also currently ranked as #1 commodity trader in the world.