Brady Insurance Planning offers a complete range of employee benefit products, value added programs and financial planning services. :
> Group Medical, Dental & Vision
> Consumer Driven Heath Solutions: HRA & HSA
> Life & AD&D Insurance
> Short & Long Term Disability
> Voluntary Products
> Long Term Care
> Section 125
> COBRA & HIPPA Compliance
> Employee Advisory Programs
> Human Resource Information System (HRIS)
Value Added Programs (provided at no cost)
> Benefit Summary Websites
> Online Research Center
> Vision, Pharmacy & Fitness Discount Program
Financial Planning Services
We offer comprehensive financial planning services and small business retirement plans through our partner, Geneva Wealth Management.
For over a decade, our clients have experienced first class service offered by the professionals of Geneva. President, Curtis Luckman, is a Certified Financial Planner who shares our philosophy that the client's interests comes first.
Geneva is an independently owned firm who will perform an objective analysis of your financial situation to customize a solution to help meet your long term retirement goals.
With Geneva, you will have industry experts specializing in designing successful small business retirement plan
focused on both your company objectives and your employees' needs.
Whether you want to enhance your existing plan or are looking to start a new pension plan, the professionals at Geneva
will provide you with an in-depth analysis of plan design features and investment products available at a competitive price.