Business Services

We help business owners set up their employee benefits including health insurance and retirement plans. We guide our clients through every step of the process from vendor selection and implementation to ongoing maintenance and act as a consultant, adviser, advocate, and single point of contact. We can also help business owners and entrepreneurs integrate their businesses into their broader financial plans and serve as a sounding board for key financial or investment decisions.

1) Group Health Insurance Plans

We partner with businesses to establish and manage their employer-sponsored group health plans. As a fully licensed broker with over 10 years of experience, we have access to all major carriers and obtain competitive pricing through our agency partners.

Fee: None, JSO Partners is compensated by the insurance carrier.

2) Employer Sponsored Retirement Plans

We provide financial advisory services to retirement plan sponsors and are committed to helping our clients fulfill their fiduciary responsibilities. We maintain complete independence from other providers to ensure our advice is objective and in the full and undivided interest of our clients.

Fee: Contact us, fee varies based on the type of retirement plan and platform.

Please do not hesitate to contact us at team@jsopartners.com or 215-283-3131 if you would like more information about us.