StrategicBenefitsLogo

Having the right financial tools is to protect your wealth or assets should not be overlooked regardless of how much wealth you have or how much your assets are worth.

A few minutes with our experts can help you decide on the best strategy for you.

Retirement: Whether employer funded or personally funded, we have a retirement solution for you. Choose from an Annuity, Non-Qualified plan, 401K, SEP, or Estate Planning.

Having the right financial tools is to protect your wealth or assets should not be overlooked regardless of how much wealth you have or how much your assets are worth.

A few minutes with our experts can help you decide on the best strategy for you.

Retirement: Whether employer funded or personally funded, we have a retirement solution for you. Choose from an Annuity, Non-Qualified plan, 401K, SEP, or Estate Planning.

Structured Settlements:

Have you ever been offered a settlement? Structured Settlements are utilized in many new areas. Allow us to share expertise in the following:

Personal Injury/Wrongful Death

  • Mass Tort Actions
  • Employment-related Claims
  • Matrimonial Settlement
  • Commercial Litigation
  • Asset Sale Transations
  • Contingent Attorney Fee Structures

Life Balance - Individuals & Employers

Time-Off Policies & Procedures

Prepaid Legal

Identity Theft: It's no secret Identity Theft is a major problem in America. Coverage can include:

  • Credit Report
  • Continuous Credit Monitoring
  • Identity Theft Restoration

Extended Care / Long Term Care Insurance: What is your extended care plan? Your spouse or children taking care of you or the idea you will never need extended care services? As the financial exposure to the increasing cost of Home Healthcare, Assisted Living Facilities and Nursing Homes grows, we are able to assist with estate and family relationship preservation, specifically tailored to your individual needs and budget.

Prepaid Legal

Even in our increasingly litigious society, you might live your whole life without facing a legal lawsuit. And while a Pre-Paid Legal plan can protect your rights in the event of a catastrophic legal situation, there are many practical reasons to ask the advice of a lawyer that you may not have considered.

  1. Have you ever thought about writing or revising your will? Wouldn't it be nice to have your will prepared by an experienced lawyer without having to consider the cost?
  2. Have you ever purchased a home or signed a lease? You should never sign a contract without fully understanding the commitment.
  3. Wouldn't you like to have access to a law firm to review documents before you sign?
  4. Have you ever paid a bill you knew was unfair, or had difficulty with credit issues? If you don't know your legal rights, you don't have any. With a simple phone call, not only can you know your legal rights, you can learn how to exercise them.
  5. Have you ever had a legal question you wanted to ask, difficulty with insurance claims, or received a speeding ticket?