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Recruit & retain the best talent for your company.

Looking for an attractive but cost-effective employee benefits package for your staff? Our services can help you plan and implement customized coverage based on your specific requirements.

Sign up for a free consultation 

EXPECT EXPERTISE

Our process to ensure you provide the right benefits at the right price.

Although the costs of employee benefits packages are rising, it is possible to offer an attractive package without compromising your budget. Here's how our process works:

Assess Current

1. Assess Current

We evaluate your company's current plan, if any, to uncover your specific requirements.

 

Determine Benefits

2. Determine Benefits

We'll help you determine what benefits you would like to offer employees by asking key questions.

 

Establish Budget

3. Establish Budget

We'll work with you to establish a budget that is cost effective and satisfies your most pressing needs.

 

Evaluate Options

4. Evaluate Options

We'll present attractive options that provide you the right coverage at the right price.

 

OUR BENEFIT PRODUCT SUITE

Affordable options to keep your employees happy.

We know you want a plan that is easy to use and manage and doesn’t involve too much administrative work. We will help identify your best options and fully explain the benefits and limitations of various benefits.

SIGN UP FOR A FREE CONSULTATION

 


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


We have Answers

Employee Benefits Frequently Asked Questions

  • What types of businesses and organizations are a good fit for MutualFinancial Investment Services’ employee benefits consulting?

    What types of businesses and organizations are a good fit for MutualFinancial Investment Services’ employee benefits consulting?


    MutualFinancial Investment Services’ employee benefit consulting is a good fit for any size business that is looking to offer benefits to their key employees.

  • What should I expect MutualFinancial Investment Services to provide if I engage them for employee benefits consulting? Do you just provide consulting or can you execute and secure these benefits for businesses as well?

    What should I expect MutualFinancial Investment Services to provide if I engage them for employee benefits consulting? Do you just provide consulting or can you execute and secure these benefits for businesses as well?


    We will help you develop and execute a plan that works best for you. In addition to consulting, we will execute and secure the benefits for your business as well.

  • How long, from initial consulting to plan implementation, does the employee benefits consulting process usually take?

    How long, from initial consulting to plan implementation, does the employee benefits consulting process usually take?


    From initial consultation to final implementation, developing your plan will take one to three months depending on the size of your company and complexity of the the plan selected.

  • What advantages does MutualFinancial Investment Services have when it comes to providing employee benefits consulting over other firms?

    What advantages does MutualFinancial Investment Services have when it comes to providing employee benefits consulting over other firms?


    MutualFinancial Investment Services is proud to offer a great team that is committed to finding the perfect product for your company. We offer quality products and will work with you to implement them efficiently, all with no consulting or management fees.

open
What types of businesses and organizations are a good fit for MutualFinancial Investment Services’ employee benefits consulting?
x
What types of businesses and organizations are a good fit for MutualFinancial Investment Services’ employee benefits consulting?

MutualFinancial Investment Services’ employee benefit consulting is a good fit for any size business that is looking to offer benefits to their key employees.

open
What should I expect MutualFinancial Investment Services to provide if I engage them for employee benefits consulting? Do you just provide consulting or can you execute and secure these benefits for businesses as well?
x
What should I expect MutualFinancial Investment Services to provide if I engage them for employee benefits consulting? Do you just provide consulting or can you execute and secure these benefits for businesses as well?

We will help you develop and execute a plan that works best for you. In addition to consulting, we will execute and secure the benefits for your business as well.

open
How long, from initial consulting to plan implementation, does the employee benefits consulting process usually take?
x
How long, from initial consulting to plan implementation, does the employee benefits consulting process usually take?

From initial consultation to final implementation, developing your plan will take one to three months depending on the size of your company and complexity of the the plan selected.

open
What advantages does MutualFinancial Investment Services have when it comes to providing employee benefits consulting over other firms?
x
What advantages does MutualFinancial Investment Services have when it comes to providing employee benefits consulting over other firms?

MutualFinancial Investment Services is proud to offer a great team that is committed to finding the perfect product for your company. We offer quality products and will work with you to implement them efficiently, all with no consulting or management fees.

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