Our Services

Benefits Solutions

The marketplace is teeming with insurance and retirement products. With so many options, the decision-making process can seem daunting. But it doesn’t have to be.

When it comes to choosing, RSW Financial Group  eliminates the guesswork by using a targeted approach based on the unique needs and goals of your organization to help you select employee benefits that are cost-efficient and compliant with current laws and regulations … and just the right fit for you and your employees.

RSW Financial Group will custom-design strategies for you based on a wide array of investment and insurance products, including the most innovative, current, and compliant types of solutions available. Explore the benefits below and contact the RSW Financial Group office to discuss in greater details. Contact Us

Pension and Retirement Plans Employee Benefit Programs
• 401(k) Plans with New Comparability Features
• Profit Sharing Plans
• Defined Benefit Pension Plans
• Money Purchase Pension Plans
• Cash Balance Defined Benefit Plans
• 412(i) Fully Insured Defined Benefit Plans
• Nonqualified Deferred Compensation Plans
• Group Life Insurance Plans
• Long-Term Care Plans
• Long-and Short-Term Disability Plans
• Flexible Spending Plans
• Cafeteria Plans

Service Offerings

Robin and her staff at RSW Financial Group can provide you with quality insurance and investment solutions. From the attention RSW Financial Group provides at the outset when analyzing your needs, to the accuracy of our customer service RSW Financial Group provides—you will have partner every step of the way.

RSW Financial Group offers the following comprehensive services

Needs Assessment — RSW Financial Group begin by providing a free, in-depth analysis of your needs, as well as an evaluation of your current pension or related benefits program. RSW Financial Group will look at your costs and benefits in light of current laws and other regulations to make sure you understand and make the most of the opportunities available to you as a business owner.

Investment and Insurance Options – RSW Financial Group makes available:

Through Robin’s affiliation with MML Investors Services, LLC, she can provide clients with access to more than 300 mutual funds and well as fixed and variable annuity products. RSW Financial Group also offers “open architect” plans, where you can pick from thousands of mutual funds and index funds. Plans allow for unlimited frequency of investment selection, periodic reallocation of funds, a toll-free number for participant investment performance inquiries, and the maintenance of state of the art Web sites.

Group insurance products