SERVICES — We Foster Growth
Insurance Solutions
Benefit products, funding alternatives, and insurance legislation are constantly evolving. Our team stays up to date on the intricacies of the industry while you concentrate on running your business.
- Group benefits
- Employer-paid and voluntary coverage
- Individual health
- Medicare
- Life
- Disability
- Buy-sell
- Legacy planning
Employee Benefits
In a competitive job market, employee benefits play a significant role in attracting and retaining talent. And the health and well-being of your employees is crucial to the success of your business. Our expertise will help you choose a package of benefits tailored to your unique needs, delivering efficient care and quality coverage to your team.
Consider Brogan to be an extension of your HR department, providing assistance with employee education and engagement, executive benefits guidance, and annual review of your plan.
Investment Planning
Brogan’s trusted experts in business, retirement, and estate planning are proud to work with generations of clients, helping them navigate their investments and savings to reach their financial goals.
- Three phases of investing: accumulation, distribution, legacy
- Retirement income
- Investment accounts
- Legacy planning
- Estate planning
- Business planning
- College planning