“Always treat your employees exactly as you want them to treat your best customers.” – Stephen R. Covey
The employee benefits world is changing, new rules, new regulations, lower costs and new products. As a trustee your responsibilities and liabilities have never been greater. Many employee benefits brokers and consultants are stuck in the past and have failed to keep up with the changes.
Don't settle for obsolete and outdated strategies. Don't get stuck paying for outdated, “one-size fits all” plans. Don't let frustration, complexity and a lack of clarity slow your progress and cause greater expenses for your and your staff.
There is something better out there and it is time for a change.
It’s time for you to work with an experienced financial advisory firm that is a true fiduciary and will properly look after you and your employees. It is a different model that combines fiduciary responsibility with personal service, unbiased selection, and effective employee education.
GCB Private Wealth can help you with:
We specialize in building Employee Benefits Plans that meet YOUR needs. Nothing about you or your business is typical, and your benefits package shouldn’t be either.
You need an intelligent, effective plan, custom-built to deliver value to your company, to your staff and their families – because you care and want to support those who are helping you build your vision for a better future. Your #1 asset is your employees.
GCB Private Wealth is a part of the employee benefits evolution, providing expert solutions through a team of advisors who operate with your best interests at heart.
Don't settle for obsolete and outdated strategies. Don't get stuck paying for outdated, “one-size fits all” plans. Don't let frustration, complexity and a lack of clarity slow your progress and cause greater expenses for your and your staff.
There is something better out there and it is time for a change.
It’s time for you to work with an experienced financial advisory firm that is a true fiduciary and will properly look after you and your employees. It is a different model that combines fiduciary responsibility with personal service, unbiased selection, and effective employee education.
GCB Private Wealth can help you with:
- Plan Evaluation
- Renewal negotiation
- Plan design modification
- Marketing of benefits plan
- 338 Protection for your trustees
- Plan benchmarking by industry and location
- Customized employee education and wellness sessions
- Regular utilization reporting and analysis
- Stewardship reports
- Regular benefits plan audits
- Agnostic solution analysis
- Risk mitigation & management assessments
- Plan administration checklist compliance
- Plan moving & merging consultation services
- Legal protection for your employees as a voluntary benefit
- Identity Theft protection services for your employees as a voluntary benefit
- Client rollover and SDA options
We specialize in building Employee Benefits Plans that meet YOUR needs. Nothing about you or your business is typical, and your benefits package shouldn’t be either.
You need an intelligent, effective plan, custom-built to deliver value to your company, to your staff and their families – because you care and want to support those who are helping you build your vision for a better future. Your #1 asset is your employees.
GCB Private Wealth is a part of the employee benefits evolution, providing expert solutions through a team of advisors who operate with your best interests at heart.