141 West Main Street
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.
If you answered yes to one or more of those questions, we can help.
For more information about employee benefits, please reach out to our office or Email us at email@example.com
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.
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:
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.
We help our athlete clients with:
Health and other non-variable insurance products are not offered through SAI.