Group benefits
Employee benefits and retirement plans for your business.
401(k), SIMPLE IRA, health, vision and dental, planned alongside your own retirement. Tell us about your company and we will follow up.
Request a consultation
Five short fields. No account numbers, no health details.
For you
This is for you if
- You own or run a business with employees and want to offer benefits.
- You already have plans in place and want to know what is missing.
- You want your team's benefits and your own retirement planned together.
How we help
What we can help you set up.
Retirement plans
401(k) and SIMPLE IRA options for your employees.
Health insurance
Group health coverage for your team.
Dental and vision
Group dental and vision coverage.
Planned with your own goals
Your benefits and your own retirement, in one conversation.
Strategic partners
The specialists behind your benefits.
Dawn Lester
Director of Dental & Vision Benefits
Brett Hopwood
Director of Health Insurance Benefits
Carolyn Fugate
Director of GAP Insurance Benefits
Our process
Five steps, one conversation at a time.
- 01
Strategy call
We learn your goals, your compensation and your challenges.
- 02
Financial health check
Cash flow, debt, benefits and investments, on one page.
- 03
Personalized plan
Clear actions that fit your goals.
- 04
Implementation
We do the heavy lifting with you.
- 05
Ongoing check-ins
Regular conversations as your life and career change.
Q&A
Questions we hear first.
401(k) and SIMPLE IRA plans for your employees, and health, vision and dental coverage.
Stephanie Staggs and her team, with our benefits directors for health, dental and vision.
Your company name, how many people work for you, and the best way to reach you. Please do not send account numbers, Social Security numbers or health details through the form.
A member of our team follows up using the contact method you chose.
Both. Retirement plans such as a 401(k) or SIMPLE IRA sit beside health, vision and dental on the same list.
Yes. We can walk through what you have now and what your team may be missing.
As an owner, your benefits plan and your own retirement plan are part of the same conversation, so we plan them together.
No. We coordinate with your CPA or attorney. Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice.
Our team
The people behind your plan.
Stephanie Staggs
CEO & Financial Planner
Don Sullivan
Director of Wealth Management
Noelle Casey
Financial Advisor, RICP®
Next step
Ready when you are.
Schedule a time, call, or send us a note.
Stay in touch