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How We Work

Basic Concepts Financial Services has been providing employee benefits to small companies and Family owned businesses since 1993. We have expertise in plan design strategies to maximize benefits, reduce cost, minimize renewal increases, compliance issues, HSA’s FSA’s HRA’s COBRA, Self funded plan administration 401K dental vision LTD STD and voluntary benefits. We have a dedicated support team with clear communication for all types of employee benefits.


Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.| (412) 366-6160