Group Benefits

We can provide full service employee benefits advisory and consulting services. As advisors and consultants, we provide our clients with the full range of services related to the design, implementation, maintenance, communication, and compliance of their health and welfare benefit plans.

Benefits Solutions

Pappas Financial approaches your business planning in a holistic manner. Not only do we help you plan for the growth and future of your business, we also recognize the importance of attracting and retaining talent. One of the ways in which you can attract and retain highly qualified employees is by offering benefits that are competitive with what other companies in your industry offer.

One simple and inexpensive method is to offer ancillary group benefits.

These benefits include:

  • Life Insurance
  • Short and Long-term Disability
  • Voluntary Life
  • Dental
  • Vision
  • Critical Illness

Our team of experts will shop the market, whether we are reviewing your existing benefits or designing a new benefit plan. Our team of experts can review what you have, to ensure the benefits are competitive and you and your employees have the best possible rates. As an independent broker, we work with all the major insurance companies in the industry. Our team is there every step of the way to ensure a smooth transition or implementation. We offer virtual or in-person enrollment meetings to educate your employees.

Retirement Plans

For over 40 years, Pappas Financial has helped its clients accumulate, preserve, and transfer wealth. We do this by utilizing the most tax-effective tools available.

Among these tools are 401(k) plans and cash balance pension plans. These qualified retirement plans help business owners shelter income from taxation while at the same time accumulating wealth to provide them with income during their retirement.

These plans serve double duty by attracting and retaining talented employees by making it easy for them to invest in their retirement. Whether you’re starting a new plan or have an existing plan that needs review, our team will analyze your current plan and compare it with multiple options to ensure you have the lowest-cost solution that provides the most flexibility and investment options.

Our highly trained team will guide you through every phase of your plan, from discovery through implementation and communication. We will provide you and your employees with the most excellent customer service.