Employee Benefit Management

When selecting an employee benefit plan, the choices can be overwhelming and confusing. Let us assist you in evaluating the available plans and choosing the options that are right for you and your valued employees. As an independent agent, Sound Mind Financial LLC works with the major benefit providers allowing us to tailor a plan that meets your business' unique needs.

Group Health Insurance

One of the largest operating expenses for small businesses is the cost of health insurance. We can help you manage this expense by customizing a plan to fit your needs. Each business is different and can't be made subject to a cookie-cutter approach. We take a creative approach to meeting your needs. With plans such as health savings accounts (HSAs) and health reimbursement arrangements (HRAs), we can help manage your health care costs. We will take the time to get your plan implemented properly and are committed to servicing it once it is in place. Existing clients can visit our client portal to download and print employee enrollment forms for group health insurance.  

Group Dental Insurance

With our extensive relationship with various dental insurance carriers, we can find a plan that works best for your business. Whether it is a basic starter plan or a plan with more comprehensive coverage, our focus is presenting you with dental options that fit your budget.

 

Group Life & Disability Insurance

We have access to several insurance carriers for both employer-paid and voluntary programs. We will research the most competitive rates for your group life and disability benefits to ensure that you are provided a plan with superior coverage and value.

 

Call us today
for an appointment
315.821.2827
Call us today
for an appointment
315.821.2827

Location

475 Sherrill Road

Sherrill, New York 13461

Hours

Monday - Friday 

8:30 am to 4:30 pm

Inquire for additional

appointment times.

© 2019 Sound Mind Financial LLC. Securities and advisory services offered through Registered Representatives of Cadaret, Grant &Co., Inc., Member FINRA/SIPC

Supervising Branch: 1173 Chestnut Ridge Rd., Kirkville, NY 13082 (315) 687-3557. Cadaret, Grant and Sound Mind Financial LLC are separate entities. Our Advisors are licensed to sell securities in the following states: AZ, CA, CT, FL, MA, ME, MN, MO, NC, NY, OH, PA, SC, TN, TX, VA, WA, WY.