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(954) 500-PLAN

Corporate Benefits & Wellness

Our firm also offers a variety of Wellness Programs to further enhance your benefits package. 

Here at OneSouth Florida Wealth Advisors, we make sure that we help our clients with their financial, mental and physical health.

We are here to help you, your business, and your employees.  

Today's environment regarding corporate benefits has been challenging for business owners and large corporations. Between the increasing healthcare costs, the constantly changing regulatory environment and employees high expectations, businesses are finding it more difficult to implement and maintain a competitive benefits package.

OneSouth Florida Wealth Advisors can help your business with your corporate benefits package. We have an advisors team that has experience in finding solutions for the business owner. Our benefits professionals provide you with the knowledge, resources, and strategies to optimize your decisions for maximum impact.

We offer strategies that help our clients use their employee benefit offerings to attract talent and improve retention while maintaining an efficient and affordable cost structure.

Financial Management Services for Businesses with Corporate BeneFits. 

What can we do for you?

Here is a list of services that we can help your company with:

Insurance Services

• Group Health Insurance
• Group Dental & Vision
• Group Life Insurance & AD&D
• Short & Long Term Disability
• Supplemental Benefits
• Long Term Care funding options
• Medicare/Medicare Supplements
• Retirement Solutions

Retirement and Investment Services

• 401k Plans
• Retirement Solutions (SIMPLE, SEP etc.)
• Defined Contribution Plans
• Defined Benefit Plans
• Investment Advisory Services

Education and other Services

• Business Succession Planning
• Buy/Sell Agreements
• Corporate Workshops to help Employers & Employees manage their finances
• Wellness Workshops to help increase employee productivity & morale.  

Value-Added Services offered by our Strategic Alliances

• Property & Casualty Insurance
• Payroll Services
• Staffing & Recruiting
• Human Resources

Peace of mind for your business
and its employees!

Our Process

An Objective Approach To Problem Solving

Critical to our "needs-based" approach is our ability and commitment to listening and asking questions. Our goal is to assist them in achieving their goals through implementing our four step process:

Analyze

Before we recommend any product or service, we inquire and receive feedback to each client's individual circumstances and financial objectives. We then analyze their insurance and investment portfolio to identify and disparities that exist.


Recommend

We provide our clients with strategies to substitute or support their current financial objectives.

Implement

If our recommendations make sense to you, we will work with you to implement them and help you secure the required products and services. You may also work with the advisor of your choice.

Review

We work with our clients to establish a timeline of reviews to monitor their financial progress and evaluate the next steps to achieving their fiscal goals. 

A Financial Services Professional can help you with many of your financial needs. It is important to note that Financial Service Professionals are only able to provide certain services if they are licensed to do so.

Please fill out the form below to request an individual, complimentary consultation to how we can guide you.

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