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The employee benefits landscape continues to evolve. Aggregate Financial Group sees the convergence of retirement planning, , health & welfare, financial wellness, and other voluntary benefits in the workplace as an opportunity to help employers provide employees with new ways to enhance their overall well-being:

AFG has been built to provide your organization with a holistic approach to employer sponsored employee benefits.  By understanding long-term corporate planning, AFG is here to help design, implement, and service a comprehensive and efficient benefits solution.

From Retirement Planning, Executive Benefits, Employee Benefits and Protecting Individual are in great hands. 

Retirement Plan Consulting

The mission of the Aggregate Financial Group (“AFG”) is to lead Plan Sponsors through the ever changing dynamics and responsibilities of the US retirement plan system and to deliver sound strategies for Plan Participants that help produce predictable income in retirement. AFG is made up of seasoned financial advisors who understand the challenges of running a company’s retirement benefits. We have experience creating a plan design that can be more efficient and effective, selecting and monitoring a broad investment portfolio for your entity, and most importantly, delivering measurable and repeatable solutions to your employees to help them save for and ultimately retire on their terms


  • 401k
  • Simple 401k
  • Simplified Employee Pension Plans
  • Profit Sharing
  • Defined Contribution
  • 403b Non-qualified deferred compensation plans


  • Workplace Financial Education
  • Financial Workshops
  • Individual Financial Profiles

Executive Benefits

If your company is like most, its success depends upon the efforts of its best people. That is why it is essential to hire and retain talented, hard-working individuals who can help your business prosper and grow.  Competitive compensation and benefit programs are a fundamental component to attracting and retaining top talent for the future success of your business.

Depending upon your needs and wants, AFG has a talented team who will design, implement, and service selective benefits that are an efficient and effective way to recruit and maintain key employees.

  • Financial Planning
  • Non-Qualified Benefits
  • Deferred Compensation Plans
  • Executive Bonus Plans

Employee Benefits

As noted by Warren Buffet in a January 2018 press release, healthcare is taking up 18 cents of every dollar, per person! Not only is this unsustainable for individuals, it is also unsustainable for employers.

AFG has been formed to first help ensure that every dollar being spent is being done in an efficient and effective manner. Second, AFG was formed to challenge the current model to find ways to reduce costs and add value.

In today's highly competitive marketplace, it's becoming increasingly difficult for business owners to attract and retain top talent. Salary is no longer the sole compensation driver. Employees are looking at an employer's overall benefits package and its potential to help address their real concerns of financially protecting their families in addition to adequately planning for retirement.

AFG can help lead you to comprehensive solutions that can help you grow your business.

Group Benefits

  • Life, AD&D, Long Term Care
  • Health Plans
  • FSA, HSA and HRA Plans
  • Voluntary Benefits
  • Short & Long Term Disability

Protecting Your Assets

  • Business Succession Planning
  • Buy/Sell Strategies
  • Key Person Insurance