Consulting Services

Houghton Financial Partners works closely with companies to find solutions in designing and managing retirement and healthcare plans. Think of us as a custom benefit provider – we work to understand the specific goals and challenges of your company, then build a plan to serve the needs of your employees and the company. Houghton Financial Partners is experienced in providing a range of benefit solutions for corporations, partnerships, sole proprietorships, and their employees.

One Size Does Not Fit All

Different companies will benefit from different plan types. We avoid the one-size-fits-all approach and instead focus on designing plans that meet your company’s unique needs.

We are carrier-agnostic, which means we select each plan based on what’s right for the client, not based on a pre-existing relationship with the benefit carrier.

As part of our plan design process, Houghton can provide benchmarking services to allow you to review your existing plan, and compare it to other options in the market.

One Size Does Not Fit All
Our Process

Our Process

Our process includes plan implementation, individual enrollment, and assistance with all administrative services once the plan is in place. You can rely on Houghton for ongoing support. 

We take the time to get to know your business, build a relationship, and design the right concept for you. Then we maintain contact and remain accessible to answer questions or address concerns even after the plan is in motion.

Our process has been carefully tailored to provide quality plans for employees and ease the administrative burden for business owners and human resources teams. We provide this service so you can focus on other essential aspects of running your business.

Our Services Include

  • 401(k)
  • Pension/Defined/Benefits
  • Profit-Sharing
  • 403(b)
  • Simplified Employee Pension Plans
  • ESOP- Employee Stock Ownership Plans
  • SIMPLE IRA, SEP, Solo 401(k) Plans
  • Employee Health Benefit Plans
Individuals

Qualified Plans

Qualified Plans

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Employees

Non-Qualified Plans

Non-Qualified Plans

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Insurance

Insurance Options

Insurance Options

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Top Performers

Wealth Planning

Wealth Planning

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