Fifth Street Financial Group

More Info

Relationship Equals Everything

General Info

We focus in two areas: EXECUTIVE BENEFITS: We advise companies on business succession planning, protecting financial interests through the use of corporate owned life insurance. Whether mitigating the departure of a key employee, trying to retain senior executives, or planning the transition of your business interest to your beneficiaries, Fifth Street can help. GROUP HEALTH BENEFITS: Evaluating or renewing your employee benefit plan? We offer a complimentary review of your benefit package. Who is your current benefit broker? When was the last time you sat down with this individual and reviewed your benefit plan? As health benefit brokers, we assume responsibility for your benefits, including benefit review, handling claim issues, renewal execution, keeping your business informed of health reform issues (very important), and general servicing of your entire benefit program. There is no cost to you for this service, as we are compensated by the insurance carriers.

Extra Phones

: (408) 460-1794

: (408) 376-0611

Payment method

check, master card, visa

Neighborhoods

Downtown Campbell, Central Campbell

Amenities

We specialize in Business Succession Planning, Mitigation Risk for Start-Ups, VCs and Partnerships, Informal Business Valuation, Key Person Policies, Buy/Sell Funding Strategies, Split Dollar Plans, Cash Value Life Insurance Designs for Estate Planning, Employee Health Benefits.

Categories

Business & Commercial Insurance, Group Insurance, Health Insurance, Life Insurance

Reviews

Details

Phone: (408) 688-6853

Address: 21 N 2nd St Unit 406, Campbell, CA 95008