Corporate Financial Services
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Corporate Financial Services

The AEPG Difference: Helping you provide your employees with the best coverage and service at a cost that fits your budget.

The current economic climate has created new financial uncertainties for corporations. Budgets are tighter than ever, even as costs continue to rise and revenues are at constant risk of falling. The rules and laws governing employee pensions and health benefits are complex and continually changing – and the liabilities associated with noncompliance are significant. 

Our experienced pension planning, employee benefits planning, insurance, and retirement benefits professionals can help you face these challenges and provide your employees with the best coverage and service at a cost that fits your budget. 

As a fiduciary and 401(k) fiduciary, we are legally obligated to put your interests first. Our highly skilled and credentialed team includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and other experts with Certified Employee Benefit Specialist (CEBS), Chartered Life Underwriter (CLU), Certified Retirement Counselor (CRC), Enrolled Actuary (EA), Fellow of the Society of Actuaries (FSA), Life Underwriter Training Council Fellow (LUTCF), Qualified 401(k) Administrator (QKA), and Registered Health Underwriter (RHU) designations.

We have specialized knowledge in many areas of particular concern to corporations and corporate executives, including:

We can provide you with practical, independent advice to help you take care of your employees and achieve your financial goals.

Schedule an appointment with one of our expert financial planners or wealth management professionals  Request an Appointment       

 Contact one of our expert financial planners or wealth managers   908-757-5600 | Contact one of our professionals

 


AEPG: Your Accountable Advocate™ 

  

 * AEPG® Wealth Strategies, AEPG Employee Benefits and AEPG Divorce Advisors are divisions of American Economic Planning Group, Inc. (AEPG®) headquartered in Warren, New Jersey.

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