Now Licensed in Over 30 States - Find a Local Brokerage Near You

Company Benefits

Employer-Sponsored Plans

  • Tax Advantage Savings Plans
  • Key Person
  • Executive Bonus Programs
  • Buy/Sell Agreements
  • Pension Plans
  • Simple and Indexed IRAs

Attract, Retain, and Motivate the best talent for your company.

Employee Benefits Programs

  • Group Medical and Dental
  • Retirement Plans
  • Executive Bonus
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Accidental Death & Dismemberment Insurance
  • Short-term Disability Insurance
  • Long-term Disability Insurance


Investment Advisor representative of and Securities offered through Secure Advisory Group, LLC. Member of FINRA/SPIC. A registered Investment Advisor. Brokerage services provided through St. Bernard Financial Services, Inc.