Health and Wealth Management
Business Services
Are you taking advantage of all of the benefits that you are entitled to?
At Health and Wealth Management, we specialize in empowering businesses and individuals to achieve financial prosperity and security. Our comprehensive suite of services includes personalized financial planning, strategic investment advice, and cutting-edge online marketing solutions. With our proprietary Social AI tool, we help clients enhance their social media presence, driving engagement and growth. Additionally, we offer expert guidance on tax incentives and programs designed to optimize savings and boost your bottom line. Trust us to be your partner in navigating the path to financial success.
Strategizing
We'll set your goals and create a plan to achieve them
At Health and Wealth Management, we are dedicated to helping our clients save money and achieve their financial goals. We begin by analyzing your current operations and expenditures to determine where you can cut costs without sacrificing quality. We also look into any tax credits, grants, or benefits that you may be eligible for. In some cases, filing for these credits is the difference between keeping your doors open or having to file for bankruptcy. Today's economy is incredibly challenging and there are likely benefits you are entitled to that are going unclaimed. Let us show you how to drastically improve your bottom line. There is never a cost for an evaluation. You have nothing to lose and everything to gain!
Wellness Benefits Program
Roll out a participatory benefits program for a net zero cost while simultaneously saving on your FICA taxes
We work with a benefits provider who utilizes the tax code and the Affordable Care Act to offer a complete wellness benefits package to their qualified employees at a net zero cost to both the employer and the employee. Included in the package are health benefits, as well as financial benefits This can either replace what you currently offer or be implemented in addition to the benefits you already provide. This is a great way to help with employee retention with no out-of-pocket costs. Implementation of this program results in significant FICA tax savings paid by the employer!
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Let's set up a discovery call today to go over all of the benefits this program provides.
Group Health Care
Let us make sure you have the best employer coverage available
We will be happy to thoroughly evaluate your current employer-based group plan and make sure that you have the most affordable qualified insurance plan available. Schedule an appointment now to make sure that you are enrolled in the best plan for your employees! In today's market, there's a high turnover rate, leading to lost profits. If you don't currently offer health insurance to your staff, consider setting up a group healthcare plan to attract loyal employees. This can be done with as few as two employees!
Credit Card Processing
Let us find the most cost-effective solution to credit card processing fees
Any business that accepts credit cards as a form of payment knows that credit card processing fees can be astronomical and a hefty expense to their bottom line. Merchant rates can vary greatly based on many things. What is the best option for one company may be the worst option for another. Let us analyze a recent statement and see how much we can save your business. You have the option of having all fees paid by the customer, or we can look to lower the fees you are currently paying. Either way, we could potentially save you a considerable amount of money every month. Sometimes, the burden of these fees is enough to put a company out of business. Let us perform a no-cost evaluation to find the best deal for you and your specific situation.