Benefits Consulting Process

We begin by asking questions about what you are striving to accomplish. What do you want in a benefits package to attract and retain the assets you need to grow? What are the needs in your industry and for your employees? What type of plan should be in place to accomplish your long and short-term goals?
Thoroughly evaluating your needs gives us the building blocks for your customized benefits plan. We always work with companies that provide excellent service with great ratings.
We consider various options to determine the right fit for you. We evaluate options based on carefully researching the benefits you desire for your employees.
When it comes to benefits packages, we realize one shoe does not fit all. We will show you smart strategies that integrate with your specific needs to provide an effective solution.
We have years of experience introducing new plans and revising existing ones. We follow a timeline for implementation which guides us to a clear end goal. Our mission is a seamless, hassle-free implementation with on-time completion.
We spend time with our clients to understand their needs and objectives and guide them to their desired result. We provide education during enrollment and support everyone through the process.
The first six steps are just a beginning. Consistent, reliable service is vital for the changing needs of the plan and participants. We provide ongoing workshops and updates from Third Party Administration so the plan and participants can stay on the correct course.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

MainStreet Financial Services is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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