Employee Benefits
Magis Advisory Group offers consulting and brokerage services for group health, dental, vision, life, disability, and other group insurances. Our expertise in strategic benefits and finance management is delivered to you with proactive service, tailored to fit your specific circumstances.
Whether you maintain a family-owned business or participate in another entity, the team at Magis Advisory Group can customize a benefits package that is creative, cost-effective, and appreciated by employees. If your needs involve succession planning, we have experience with these potentially challenging and complex matters as well.
Watch our Group Benefits video.
Financial Services
Magis Advisory Group offers consulting services to skillfully organize and improve your financial affairs. Our advising services consist of:
Financial Planning – helping clients in every financial stage of life to help establish their financial goals and set benchmarks to check our progress along the way.
Wealth Accumulation/Management – designing contribution plans and implementing a wealth management strategy that coordinates with the overall financial plan.
Estate Planning – optimizing an estate planning strategy for your family, wealth, and business interests.
Insurance Needs – determining the proper amounts and types of coverage that are appropriate for your family.
Business Succession- acting as a member of our client’s team of advisors to be a catalyst for recommending and implementing strategies to continue the business into the next generation.
Our financial planning professionals are experienced, resourceful, and confident in their approach to wealth accumulation, preservation, and distribution.
Watch our Financial Services video
Corporate Sponsored Retirement Plans
Competitive corporate retirement plans attract and retain good employees. Our advisors design solid retirement plans that meet or exceed employees’ expectations.
We offer the right tools for your employees to meet their goals of funding a comfortable retirement. A tailored approach to meeting your organization’s goals involves strategic investment philosophy and takes specific measures to achieve both employee and employer objectives. A tailored approach to meeting your organization’s goals involves strategic investment philosophy and takes measures to protect you as the employer.
Our services include:
Retirement plan development, i.e. 401(k), 403(b)
Regulatory/legal compliance guidance
Ongoing investment advisory services
Watch our Retirement Plans video