Our Services
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Investment Advice
- Investing your money can be overwhelming, so it is natural to need advice. At Enlighten we take the time to educate our clients and provide them with the knowledge they need to invest their money with confidence. We help identify needs and create individualized strategies to assist our clients in achieving their goals.
Employee Benefits
- Once you have acquired excellent employees, how do you prevent them from leaving? One solution is to compensate them with a benefits package. We can help you select the befits plan that fits best with what you and your employees need.
Retirement Plans
- Retirement plans can be complex, and choosing the right plan for your company is not an easy task. With our administrative partner BPAS, we provide truly custom plan design and an open architecture for investment products. All services are provided under one roof, making the plan transparent as well as cost-effective.
Life Insurance
- Life Insurance is an important piece to creating a secure financial plan. Enlighten will give you the personal touch and professional advice to find the product that that is right for you and your loved ones.
Asset Allocation
- Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
HRA\VEBA
- Integrated with an employer group health plan, an HRA is a Health Reimbursement Arrangement that allows out-of-pocket health related expenses. Money set aside for each employee can be used for health related costs, unused balances can be carried over to future years and even used post-employment.
