Insurance Made Easy Since 1966
Individual Planning
At Windes Group we specialize in advanced financial strategies for professionals and business owners. We work with clients to empower them by providing innovative methods to mitigate financial risk and plan for their futures. Our staff starts by gathering a full understanding of each client’s unique vision for their lives and what is important to them. We then build upon that knowledge by getting a complete picture of their existing financial strategies and identifying inefficiencies and potential opportunities for improvement. Every representative works extensively with his or her clients to formulate a specialized approach to mitigate financial risk and orient them towards reaching their financial goals now and going forward. Each client will go through a decision-making process using three distinct strategies:
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Protection - To plan for the unexpected
- Term Life Insurance
- Permanant Life Insurance
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Sufficiency - To plan for the expected
- Cash Flow Analysis
- Debt Reduction Strategies
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Surplus - To plan for more than the expected
- Retirement Planning
- Business Succession Planning
Employee Benefits
The employee benefit world is a complicated space. With so many companies and prices, how can you know you are making the right choice? At Windes Group we have connected our business clients to the best providers since 1966. With tenured relationships throughout the industry, we help our clients keep insurance costs low year to year while maintaining the best coverage possible. Our goal is to help you increase employee retention, while saving money on premiums. Windes Group also offers a free benefit review to all current and prospective clients.
- Health
- Dental
- Vision
- Life
- Short-Term Disability
- Long-Term Disability
- GAP Programs
401K Management
At Windes Group we offer a complimentary 401K proposal and review. A review done by our trusted investment specialists will allow your company to remain confident in the pricing and management of the plan. Our specialists will also review current legal protection, compare plan pricing, and investment performance. A 401K can be a valuable asset to business owners when used correctly. Not only are there tax advantages to having a qualified plan for your employees, but it also helps them feel valued and supported. This allows businesses to attract and retain their employees, leading to a growing and thriving business. For a free consultation, contact us today!
