Combined Employee Benefits Insurance Financial Services is a comprehensive employee benefits and financial services firm. Our goal is to help reduce your costs, time, and liabilities towards your company benefits. We have helped companies and their advisors answer the following questions:

"What do I need to do to prevent possible IRS/DOL penalties regarding my ERISA plan documents and procedures?"

"Why do I have to sponsor a pension plan alternative in California after 1/1/2020?"

" How can I become paperless and become more efficient with my employee benefits administration?"

“Which employee benefits should we offer and why?”

“How can I reduce my Human Resource Department’s responsibilities?”

“How can I, the owner/principle share holder, help retain my best employees without giving them raises?”

“I need to reduce my medical insurance premiums, but need options that won’t affect my benefits—How can I do this?”

“How can I take advantage of the “full cafeteria plan” and potentially increase my tax savings?”

We have custom designed many strategies to many more questions.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at email or call us at 714-524-2998. We look forward to hearing from you.