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Employee Benefits

Your Business

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.

Your People

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.

Our Approach

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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Planning and Strategy

Products and Services

Open Enrollment

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.

Voluntary Benefits

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.

For Executive Benefits

Please call 480-505-1183 for more information.

 

Strategic Partners

Legal Support

Legal Support

Legal Support

Partnered with

Steven A. Bloom, Esq.

Law Offices of Steven A. Bloom PLLC

Pinnacle IV at Kierland 14850 North Scottsdale Rd., Suite 285

Scottsdale, AZ 85254

Phone: 480-656-5748

Fax: (480)-452-1886

sab@bloomlawoffices.com

Partnered with

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

ashindler@ngdlaw.com

Partnered with

Jason Pritchett

The Pritchett Law Firm

Phoenix, AZ

Phone: (480) 382-6556

Fax: (480)-452-1886

jason@thepritchett

lawfirm.com

Consultant

Partnered with

Peter Borish

 

115 Central Park West

Apt 4C

New York, NY 10023

Phone: (917) 699-6000

Fax: (480) 505-9809

Pborish@gmail.com

CPA

Partnered with

Wolfson Berbenich & Company, CPA's

 

1010 Northern Blvd.

 Rm. 306

Great Neck, NY 11021

Phone: (516) 498-1040

ext. 101

dwolfson@wbaccountants.com

 

Partners

Partnered with

Jake Arians

Phone: (904) 718-2826

jarians@nelsonfg.com

 

Robby Tebow

rtebow@nelsonfg.com

 

Steven Hunter

Phone: (480) 369-2622

shunter@nelsonfg.com

 

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