BUSINESSES & INSTITUTIONS

Recruit. Retain. Reward.

 

Having employees is often more than just handing out paychecks.  As a CEO or owner, you are creating a culture and leaving a legacy that can affect the lives of your employees and their families.  We are here to assist companies and their employees in managing their financial resources during their working years. If you are a CEO or small business owner, we can also help you plan a legacy and exit strategy that puts you in a position to retire comfortably. Below is a list of ways we can assist employers and employees:

Work Place Retirement Strategies
401(k) | SIMPLE / SEP | Deferred Compensation

 

With nearly 50% of American workers accessing health and other insurance benefits through their employers, it is more important than ever to review your benefits to ensure competitiveness in the industry and robustness for your employees.  That’s where Alegria Asset Management comes in. Alegria Asset Management offers an array of group medical, life, and disability insurance benefits that you can implement quickly.

GROUP HEALTH
GROUP LIFE
GROUP DISABILITY