For HR Strategies

Fortune 500 Benefits Delivered Via Concierge Service for Small Businesses

You’ve worked hard building up your business and your brand. Shouldn’t those years pay out the dividends of personal wealth and individual benefits? 

Many of your colleagues that work for larger employers or even Fortune 500 Companies tout their workplace benefits like having access to a 401(k) and large benefits such as health and life insurance. You wanted to be different. You wanted to create something and have freedom in your career. But, what if you could remain independent but still have access to the benefits of the other half? As an independent contractor or self employed person, you now can have access to Fortune 500 type benefits. If you have employees you can include them too.

My Financial Coach, in association with Milton Park Partners, is here to help you with a best-in-class concierge HR solution for individuals who want benefits packages similar to leading Fortune 500 companies and guided by a dedicated personal CFP® professional. By analyzing your personal financial picture and lifestyle, we are able to create a benefits package that addresses your goals and helps you achieve peace of mind.

Monthly Admin Fee Includes with No Additional Cost

  • Payroll – all inclusive
  • Comprehensive Financial Planning
  • Access to 401(k) and Safe Harbor Plans – customized
  • Access to Health Savings Account
  • Identity Theft Coverage
  • Employee Assistance Plan (EAP) with STD LTD
  • $20,000 of group life insurance with option to purchase more guaranteed issue
  • Milton Park Management with complete HR services if needed

Download Our Brochure

"Concierge Benefits Program for the Self Employed"

Rates and Options

Schedule some time to speak with us today to see if concierge employer benefits are right for you!

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.