Our Company

INDIVIDUALS

Through our Financial Advisor Division we work with individuals, small-business owners, employees, employers and third-party administrators in the K-12 educational community, to provide financial services and products.  We offer our clients creative solutions based on their needs. These solutions include:

  • Full Retirement Planning Solutions
  • Retirement Plans: 403(b) Plans, 457(b) Plans, IRAs, Roth IRAs
  • Savings and Investments:
    —Mutual Funds
    —Actively Managed Portfolios
    —Variable Annuities
    —Fixed Annuities
  • College Funding
  • Life Insurance
  • Long-term Care Insurance

EMPLOYERS

Our Employer Plans Division assists employers in implementing tax–smart financial strategies, and flexible benefit programs into the workplace.  We provide:

  • 403(b) Plan Consulting Services
  • 403(b) Third-Party Administration through an independent TPA
  • Act 93 Compensation Agreement ideas
  • Financial Educational workshops for school employees
  • Implementation of employer plans
  • Voluntary Insurance for Administrators:
    —Cancer Insurance
    —Disability Insurance
    —Critical Illness Insurance
    —Life Insurance
  • SAGE Tuition RewardsTM Program
  • Section 125 Plans
  • Retirement planning services offered through Kades-Margolis Corporation