CORPORATE BENEFITS

Aside from providing independent financial planning advice, Matson Financial Advisors is a recognized leader in the community offering group benefit solutions. We assist firms with developing a comprehensive strategy that can include:

  • Group Health
  • Dental
  • Long-term Disability
  • Short-term Disability
  • Life
  • AD&D Long-term Care Insurance, Section 125-Flex Spending
  • Retirement Plans (401k, Simple-IRA, Profit-sharing, Etc.)

As an independent firm, we review the needs of your company, do our research based on those needs and make detailed recommendations that will offer the best long term value. Our firm's relationship with insurance carriers enhances our ability to bring you competitive premiums and prompt, local service. Unlike a consultant, we do not charge a fee to your company to utilize our knowledge and experience in designing a benefit package to meet your needs. We also want to keep you informed of legislative changes that might mandate adjustments to your benefit policies/procedures. See link below for important CT legislative updates from CBIA.

Retirement Plans

Employees of every size company are interested in planning for retirement. From recommending the appropriate qualified plan (401k, Profit Sharing, Simple-IRA, 403b, etc), assisting in plan design, reviewing investment options, Matson Financial Advisors is your resource for every step in the process. There are several excellent qualified retirement plan options available. Many small employers are recognizing the advantages offered by new "safe-harbor," "comparability" and "super comparability" 401(k)retirement plans. We suggest you contact us for a detailed analysis of the different plan designs available. You can also check out the following web sites for more information:

Other

Click below for Connecticut Business news and legislation that might affect benefits for your employees:  State of Connecticut Government Issues

Caring, Independent Investment and Insurance Advice

We do not represent the accuracy of any material found at these sites. As you will be leaving our website and going to a site that is not controlled by us, you hereby acknowledge that reliance upon any information viewed on, obtained from or linked to shall be at your sole risk. 

*Matson Financial Advisors, Inc. and Walnut Street Securities, Inc. are unaffiliated entities.  Each frim is independently responsible for the services offered.

Neither WSS or its representatives offer tax or legal advice.  You should consult with your legal or tax advisor before making any decisions.