Directional Benefits

Directional Benefits: A Division of Directional Wealth Management

We help business owners in many ways. One way is being able to educate them on employee benefits and how having a benefits program such as group health insurance can help retain and motivate employees.

  • Are you a business owner?
  • Are you interested on the best ways to retain and motivate employees?
  • Do you need guidance on how to get started or need to review your current benefit offerings?

If you answered yes to all those questions, we can help.

For more information about employee benefits, click below and send us a message:

Employee Benefits

 

Employers and Employees

Directional Benefits provides important advice and management skills for your business retirement accounts. We assist in educating the business owner and their employees about their current health insurance and retirement accounts through seminars and individual meetings. And we’re always close by to answer any question or concern about your plans.

Retirement Accounts: Defined Contribution (401K) and Defined Benefit Plans

Business Succession Planning / Life Insurance Planning: Key-Person Insurance and Buy – Sell Agreement plans

Group Health Insurance: Health Insurance rates are always on the rise and Directional Benefits has the knowledge and experience to do a full review to find out which health plan is right for your company.

 

Individuals and Families

Educating our clients is our main objective when discussing your insurance needs. And after we have helped you decide on a plan that is right for you, we’ll provide annual reviews to help maintain your insurance protection for your lifestyle and your family.

Areas we can help:

Life Insurance Coverages

Long Term Care Insurance

Disability Insurance

Medicare Supplement Plans

 

Strategic Sports Planning

Athletes today are under pressure to make financial choices without the knowledge, experience, and information needed, whether it is from potential agents, sports organizations, lawyers, sponsors, family or friends.

A young professional athlete faces a bewildering amount of information and advice in dealing with the sudden wealth of a professional sports contract. 

Christian Misa, Partner with Directional Wealth Management, has the background and staff to help you understand all of the information and choices presented to a young professional athlete.

Christian has his Life and Health Insurance licenses. His partner, Jim McCarthy is a CERTIFIED FINANCIAL PLANNERTM professional and is a Member of both the Financial Planning Association (FPA) and the Financial Services Institute (FSI).  Additionally, Jim holds the Chartered Financial Consultant® designation.

This allows Directional Wealth Management to offer a complete array of financial planning, life, and health insurance solutions geared towards the professional athlete, helping them to preserve, protect and grow the monetary rewards of being a professional athlete.

Christian knows that a professional player has to stay focused on developing his or her talents, working hard in and out of the gym to maintain their athletic edge.

Christian provides that freedom to each player by serving as the ‘quarterback’ of the Athlete’s personal team (Accountant, Sports Agent, Attorneys). Christian has worked with many athletes, helping them with their investment and insurance needs during every stage of their career.

Contact us for references and to learn more.

We help our athlete clients with:

  • Creating a Financial plan and retirement portfolio
  • In-depth Insurance Planning
  • Disability Insurance
  • Life Insurance
  • Long Term Care

 

 Health and other non-variable insurance products are not offered through SAI.