Group Health Plans and Retirement Plans

Wiltshire Financial Management Inc. is about helping its business clients and other organizations keep and provide value to staff. A worthwhile group employee benefit plan and/or group retirement plan is one of the important attractions for new and existing employees. Our experience with businesses and business owners is long and strong. We strive to provide value-added benefit and consultation to our clients. We work hard with the different carriers to find ways to keep your costs low as we understand the importance of cash-flow. One of our main goals is to keep renewal costs affordable. We can find routes to reduce costs by as much as 30%. Plus, we can structure some costs tax advantaged for owners and senior management.

As a company committed to excellence in group benefit, retirement and pension plans, we work well with businesses and other organizations to discover what is most important to them and discover ways to capitalize on those items. Understanding your options gives you the power to attain the best plan for your organization. We provide ongoing support once your plan is in place. Giving you back savings allows you to allocate cash to other necessary places or to upgrade your plan. Taking some risk out of your organization as well from individual employees yields greater productivity.

We are interested in meeting with you to discuss what is most important to you and find solutions to match your issues.