Business Services

Maxim Group’s team of professional advisors take the time to understand our clients’ long and short-term goals not only for their personal, but professional income as well. We evaluate their tolerance for risk and seek out the best products, services and solutions to meet their needs. Solutions we provide:

Retirement Plan Analysis

  • Perform comprehensive retirement plan reviews, analyzing plan options, current investment fees, participation level
  • Design retirement plans which include; gathering census data, consolidation of providers, implementation of plan and enrollment meetings
  • 401K plans, Defined Contribution Plans, Defined Benefit Plans, and 412 (i) Plans

Insurance

  • Professionally analyze current insurance coverage and evaluate needs in the following areas: Structure, Performance, and Adequacy
  • Life Insurance: Liquidity Funding and Business Needs Coverage (Key Person, Buy/Sell Agreements, Deferred Compensation and COLI)
  • Health Insurance: Provide customized competitively priced employee benefit plans for companies regardless of their size. Offer a complete line of products including Group Life, Accidental Death and Dismemberment, Medical, Dental, and Vision