At BCS Wealth Management, LLC, we not only have the resources and expertise to service individuals and families with their financial planning and investment needs, but we also strive to provide businesses with resources they need in order to offer top quality benefits to their employees. It has been proven that a solid foundation of benefits helps attract and retain quality employees.

We work with numerous highly reputable insurance companies to ensure that we are getting you the best possible rates for you and your family or your business and its employees. We take into consideration your most important needs and perform our due diligence in selecting a company and plan that best fits your unique needs. We offer consultation, design, communication, and management in the following areas:

Retirement Plans

Depending on the size and type of the business you operate, there are a variety of retirement plans designed to meet your specific needs. Whether you are a one-man show, or have 100+ employees, we can design and put into place a retirement plan that allows you and your employees to have a vehicle to save money for retirement. When you have a plan in place, we provide education and one-on-one planning to all of your eligible employees.

• IRA-Based Plans (SIMPLE Plans and SEP Plans)
• Defined Benefit Plans
• 401(k) Plans
• 403(b) Plans

Health Insurance

At BCS Wealth Management, LLC we work with a variety of insurance companies to help you find the most appropriate and cost effective health insurance platform for you and your employees. We take into consideration your most important needs and perform our due diligence in selecting a company and plan that best fits your needs. Not only do we act as an educational resource to you and your employees, we also act as your direct source to your specific insurance company.

Life Insurance and Business Protection

As part of your group benefits program for your employees, offering life insurance products to protect your employees and the ones they love is an attractive benefit. We can review your current plan or we can design and implement a new group life insurance program so that your employees and their families are protected when they need it most.

Short Term and Long Term Disability

Disability Insurance is a form of insurance that insures the beneficiary's earned income against the risk that disability will make working (and therefore earning) impossible. Much like we do with health insurance, we use the same process when setting you and your business up with Short Term and Long Term Disability. We are not affiliated or tied to one specific insurance company. We are completely independent and will help you select the company that is best for you.