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WHAT WE DO
WHAT WE DO
Our Expertise Is Finding A Better Way
Business Solutions
It is time to choose a broker that approaches things differently. We take the discussion beyond property and casualty insurance to focus on customized risk solutions, identifying and mitigating risks before they cost time and money. Our professionals possess the knowledge and expertise to help tailor a risk management plan suited to your specific exposures.
Employee Benefits
Healthcare costs are a burden on all companies, but with customized efficiency, you can balance great benefits for your employees and your bottom line. We partner with you to offer innovative, comprehensive benefits that attract and retain employees. We use deep data insights and transformative solutions to help improve your existing program.
Private Client
You have worked this hard to earn it, so demand more than just standard when caring for your name, reputation and legacy. We evaluate your exposure to provide you with solutions that can help protect your most valuable assets and your family. We understand your exposures and risk tolerance are unique and will tailor a plan to meet your needs.
Retirement Services
Plexus Financial Services, LLC specializes in corporate retirement plan advisory services, including 401(k), profit-sharing plans, 403(b), 457(b), and non-qualified plans, along with other financial care solutions. Our dedicated advisors help your employees pursue financial goals and invest for a successful retirement while mitigating your fiduciary exposure.
Plexus Financial Services, LLC is a wholly-owned subsidiary of The Plexus Groupe.
Mergers & Acquisitions
Our risk identification and valuation system help determine the treatment of liabilities contributing to the economic success of the transaction. We recognize the importance of flexibility in safeguarding both employees and balance sheets post-acquisition to maximize exit value.
Self-Directed Small Business
Check out our self-service insurance portal to get a quote instantly! Business Owner’s Policies, General Liability, Property, Auto Liability, Umbrella, Cyber insurance, and more are right at your fingertips! Click on the link below to register.
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