NELSON Financial Group
Main Phone: 480.505.1183 or Toll Free: 800.964.8208
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Once we have a clear understanding of your business, we examine your business goals. After that, we align those goals with a tailored benefits plan. We do not assume the needs of your business and blindly recommend strategies that have worked for other companies. Your business deserves individual attention. Once we have listened and learned, we can accurately recommend plan designs, adjustments, and contribution strategies. Thus, making your benefits appropriate and cost effective. But we don’t stop there! We will complete negotiations with you and the insurance carriers, and finalize plan designs well before the renewal date.
We want our clients to benefit from their employee demographic. Each business, their employees and the associated risk factor are unique. Understanding employee needs is just one step on the way to specializing a benefits plan. Knowing the employees’ needs and catering to them increases retention and overall morale. Benefits aren’t just about employee retention though. When you build a plan with us, you are providing the best protection for your people. Giving employees “peace of mind” is a gift of immeasurable value.
NFG works to increase participation, create behavioral change and minimize cost. This approach helps clients gain new insights into their business. At Nelson Financial Group, we look for ways to reduce costs, educate employees, and improve overall wellness in the workplace.
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Once the plan is in place, NFG holds open enrollment meetings to help you inform and educate your employees. We want them to understand the best ways to use their plans. Our goal is for your employees to minimize their personal costs and overall claims utilization while getting the right treatment at the right time. Your Nelson Financial Group team is usually accompanied by carrier representatives as well. After enrollment, our Account Managers are available to handle any concerns employees might have throughout the year. They are truly an extension of HR Department.
Retaining committed, long-term employees is crucial to the strength and success of any organization. Employer paid benefits might not always cover everything your employees need. Enhancing voluntary benefits helps you to attract and retain high caliber people. NFG offers voluntary benefits designed to supplement your existing benefits. Voluntary benefits provide a variety of coverages to insure the specific needs of your employees and their families.
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Please call 480-505-1183 for more information.
Steven A. Bloom, Esq.
Law Offices of Steven A. Bloom PLLC
Pinnacle IV at Kierland 14850 North Scottsdale Rd., Suite 285
Scottsdale, AZ 85254
Abbie Shindler- Member
Nussbaum Gillis & Dinner, P.C.
14850 N. Scottsdale Rd., Suite 450
Scottsdale, AZ 85254
Phone: (480) 237-8721
Fax: (480) 609-0016
115 Central Park West
New York, NY 10023
Phone: (917) 699-6000
Fax: (480) 505-9809
Wolfson Berbenich & Company, CPA's
1010 Northern Blvd.
Great Neck, NY 11021
Phone: (516) 498-1040
Phone: (904) 718-2826
Phone: (480) 369-2622
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