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Services
Benefits Plan Consulting Services and Review
We will provide an impartial detailed review of your current plan design, carrier, claims experience and premiums. We will work with your HR department to produce a report covering the strengths, weaknesses and possible areas for improvement of your benefits plan. We will recommend plan design, funding or other changes which will help your benefits plan align with your organizations vision and benefits philosophy. Fee for Service $125/hr *rates may be negotiable |
Seminars and Employee Meetings
All of our group clients receive complementary seminars and employee meetings. We provide all of our group savings clients with a minimum of one annual plan review with all members, additional meetings are always available upon request. Existing HMR Client: 1 free per year, negotiable thereafter. Non-Client: $60/hr |
Personal Financial Planning
We will review your investments, assets, liabilities and your goals for the future. We will create a detailed written plan to help you reach your financial goals. Our approach includes Life Insurance, Living Benefits, Debt Cancellation, Government benefits, personal assets and lifestyle. Fee for Service $500 Single $750 Couple |
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