Business Owners


Safeguard Your Family'sFinancial Future


Grow And ProtectYour Business


RetainYour Employees


Benefit solutions to help you protect and provide for your employees.

Let us help you turn your benefits plan into a strategic investment by helping you achieve your objectives of employee attraction, retention and productivity. With the experience of Coastal Wealth, a Member of the MassMutual Financial Group and the expertise of our people, we can assist you in optimizing your benefits and retirement plans. Our offerings include flexible solutions that will help you meet the diverse needs of your employees and retain top talent in a cost-effective way.

Our professionals know you've worked hard to establish a thriving business and we're here to guide you through the many financial questions you may have. We're pleased to offer the following services and products:

  • Buy/Sell Agreement Funding
  • Executive Bonus Plans
  • Deferred Compensation Plans
  • Key Person Insurance
  • Pension Plans
  • Profit Sharing Plans Supplemental Disability for Executives
  • SEP/ SIMPLE IRAs Multi-Life Disability Income Insurance
  • 401(k) Multi-Life Long Term Care Insurance
  • Business Overhead Expense Voluntary Employee Benefits
  • Guaranteed Standard Issue Disability
  • Group Benefits Health and Group Insurance Benefits

Take your organization to the next level. Whether you want to provide valuable employee benefits or protect your business, we offer solutions for all sizes and industries.

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