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Niche Financial Services, Inc. - Services Provided

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EMPLOYER SPONSORED BENEFITS

- Group Health Insurance

- 401(k) Plans/Qualified Retirement Plans

- Dental and Disability Insurance

- Life Insurance

- Health Savings Accounts (HSA)

- Health Reimbursement Accounts (HRA)

Health Insurance:
Employers often have many alternatives to consider when designing healthcare options for their employees. Niche Financial will work with you to develop an employee benefits program providing maximum value for you and your employees.

401(k) Plans:
We can assist you in developing a start-up 401(k), or possibly provide ideas to improve, enhance, or automate your current plan.

Group Life, Disability, and Dental Insurance:
We broker Group Disability and Life Insurance coverage with several different insurance carriers. Ask for a quote to compare to your current program, or consider starting a new benefit.


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RETIREMENT PLANS

401(k) Profit Sharing
Simple or SEP Plans
Defined Benefit / Defined Contribution Pensions
Individual Retirement Accounts
Cross Tested/Age Weighted Comparability/Integrated Plans


Many employee benefits can be implemented on a noncontributory or a voluntary basis depending on your company’s preference.

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INDIVIDUAL PROGRAMS

Individual Health Insurance

Life Insurance

Disability Insurance

Long Term Care Insurance

Individual Retirement Accounts (IRA)

Rollover IRA’s from Prior Employers


INVESTMENTS

Annuities
Mutual Funds
REITS – Real Estate Investment Trusts
529 Plans – Educational
Separate / Managed Accounts


Please add me to your Benefits Planning mailing list

Please add me to your 401(k)/Profit Sharing Pension Plan mailing list

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Additional Resources


Is our Property Adequately Insured?

Getting the right property & casualty insurance…

Tax Act Spells Relief

Locating Lost Plan Participants
How to locate lost plan participants with a deferred vested benefit.

Prescription Drug Coverage
Information on the new Prescription Drug Program Beginning January 1, 2006

Directions to Niche Financial
Fax Request for Additional Personal Planning Information

Fax Request for Additional Business Planning Information

GET A TERM LIFE INSURANCE QUOTE NOW!
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Securities offered through Coastal Equities, Inc., Member FINRA/SIPC.

Advisory Services offered through Niche Registered Investment Advisory Services, LLC.  Niche RIA, LLC is not affiliated with Niche Financial Services, inc.  Neither Niche RIA, LLC or Niche Financial Services, Inc. are associated with Coastal Equities, Inc.