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Group Benefits

Small business owners need every edge they can get.  A solid benefits plan is designed with both the employee AND the employer in mind.  Many of our business owner clients had no idea how cost effective, and tax efficient having a benefit plan can be.  In fact…You may be missing out on tax savings that only an employee benefits package may provide.  Brookstone Financial has access to a nationwide network of cost-effective Health, Dental, Disability, and Retirement plan platforms. Our goal is to tailor our solutions to meet the needs of our employer and the overall demands in the marketplace.   If you would like to discuss or review a benefits plan for your small business, contact Brookstone Financial for a complimentary consultation.

401K Establishment
Group Healthcare Plans
Dental & Vision
Short & Long Term Disability

Our Success Begins With YOURS

As fiduciary, fee-based investment managers and financial planners, our success begins with your success. Helping you achieve your goals starts with understanding your desires. This process begins with a complimentary meeting for us to get to know one another. Our goal is to deliver strategies and recommendations designed to decrease unnecessary risk and fees while striving to increase overall probability of success. Click the button below, and let’s get started!