Caise Financial Cisco Joseph & Associates Ltd

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Drawing on a combined 30 years of experience and resources to recommend and impliment custom solutions, based on asking the right questions. Understanding where the focus is Employee Benefits, Business Succession, Estate Planning or Individual Insurance our team will work with you to achieve your objectives.
When you meet with one of our Benefits Consultants, we will help you answer these important questions:

Does your program provide meaningful incentive to attract and retain quality employees?
Does your contribution strategy meet long term corporate financial goals? Are you paying more than you should?
Does your benefits manager spend too much time processing enrollments, answering benefits questions, and/or fixing problems?
Are your plans and procedures in compliance with State and Federal guidelines?

Plan analysis and market comparison
Creative strategies for long term plans
Use of tax favored vehicles to maximize $
Proactive renewal process

Medical – Traditional & Alternative Funding, Consumer Driven Plans
Ancillary – Dental, Vision, Life / AD&D, Disability
401 k, 403 b, Pension, Profit Sharing, 529 College Funding, Voluntary Plans
Flexible Spending Accounts (FSA), Heath Reimbursement Accounts (HRA), Health Savings Accounts (HSA)