Building Corporate Benefits

Hartfield Financial & Insurance Services, Inc has the tools to help Maximize Your Success every step of the way

Complimentary, in-depth evaluation of your current plans and benefit packages

Due diligence to find the retirement program that maximizes benefits for both your company and its employees

Comprehensive Selection of Retirement and Benefits Programs:

  • Qualified 401(k)s & Profit Sharing Plans
  • Defined Benefit Programs
  • 529 Plans (College Savings)
  • Section 125 (Cafeteria Plans/Flexible Spending Accounts)
  • Section 79 & Custom Designed Group Life & VEBAs
  • Deferred Compensation Plans
  • Executive Bonus & Voluntary Deferral Plans

One-on-One Consultation with your employees during the enrollment process at no charge; plus discounted fees for those employees who would like to receive further custom financial planning services from Hartfield Financial & Insurance Services, Inc

Support team who works closely with your human resources department to ensure a smooth seamless transition & ongoing support

Unlimited spectrum of investment choices with an unbiased view of the options and no in-house products recommended

Up-to-date information on retirement planning rules and government legislation, plus educational seminars

Executive Planning Program: a high-end financial planning service designed exclusively for Executive & Management Level Employees

Strategic planning with consultants for Business Valuations, Mergers & Acquisitions, IPOs, Executive Recruitment, Exit Strategies and Business Continuation Planning

Referral network of specialists to offer the best suited coverage for Workman's Compensation, Medical, Dental, Corporate Liability, Employer Practices Liability; Section 125 Cafeteria Plans/Flexible Spending Accounts and other benefits