Business Services

Benefits that Benefit You

Your business benefits when you offer benefits to your employees as well.  Many small business owners say that offering employee benefits, such as health insurance, increases productivity by keeping employees healthy, and that offering a retirement plan helps in recruitment and retention.

 

 

Insurance Services

Nothing fits quite like a tailor made suit or dress.  When you want a custom fit, you take your clothes to a tailor.  A one-size-fits-all philosophy for employee benefits doesn't make much sense either.  CF Services Group, Inc. specializes in tailoring an employee benefits plan that fits your business - not someone else's.  We can tailor a plan for you including health, dental, vision, life and disability insurance plans.

   

 
 
 
Retirement plans are a great way to attract and retain the best employees.  But, starting and maintaining a retirement plan can be tricky business.  It would help if there were a roadmap to make sure that you made all the right turns.  At CF Services Group, Inc., we take the guesswork out of planning, implementing, and maintaining a retirement plan.  Along with some of our strategic alliances, we make it easy for you to offer this valuable benefit to your employees - and to be able to do it making sure that you've gotten there without missing any turns.
 
  
   
 

Group Medical 

Today's health insurance market has become extremely confusing.  There are a myriad of choices and making sense of them is a ful time job.  CF Services Group, Inc. is a specialist in finding innovative ways to provide for your group health insurance needs.  We can offer consumer driven health plans, HMOs, PPOs, and virtually any combination in between.  We take the time to sort through all of the different options so that you don't have to.  We'll meet with you to determine what kinds of health plans make the most sense for your company and then we go out and find the plans that are a best fit.

Other Employee Benefit Plans 

Aside from group health insurance plans, we can help tailor a complete employee benefits package, including all of the benefits listed below. 

  • Group Dental 
  • Group Vision 
  • Group Term Life & AD&D 
  • Group STD & LTD 
  • Group LTC 
  • Group Voluntary Benefits 
  • Section 125 Plans 

Other Business Services

While employee benefit plans are a key function of our small business services division, we also offer other services that are important for small businesses and their owners.  Such as:

  • Key Person Life Insurance 
  • Buy/Sell Funding 
  • Deferred Compensation Plans 
  • Succession Planning 

 

 

Investment Services 

Qualified Retirement Plans

CF Services Group, Inc. understands the complexity of offering a retirement plan for your small business.  There are many options to choose from, and it's hard to know which is the most appropriate option for your business.  Having helped businesses establish qualified retirement plans since 1981, we can offer a great deal of know-how when it comes to implementing your retirement plan.  Through strategic alliances with retirement plan providers, we can help you establish one, or a combination, of the following types of qualified retirement plans, as well as non-qualified plans:

  • 401(k)
  • Defined Benefit Plans
  • 412i Plans
  • Profit Sharing Plans
  • SEP Plans
  • SIMPLE Plans

 

Len Cohen is a registered representative and financial planner of and offers securities and financial planning services  through Walnut Street Securities, Inc. (WSS), member FINRA/SIPC.  CF Services Group, Inc. is a separate entity from WSS.