by Securityfinancial | Nov 16, 2015 | Leo's Blog
As a provider of group benefit plans to my corporate clients, health and well-being has become an increasingly important topic of discussion. As a result, I decided to not only send the information below to my corporate clients, but to my personal wealth management...
by Securityfinancial | Mar 28, 2014 | Leo's Blog
Finally we are having milder days, let’s hope it continues. One area of my practice which is gaining momentum is Group Benefits planning. As a Certified Financial Planner one of the areas I provide advice on is a client’s drug plan, dental plan, and...