It is our belief that business owners view employee benefits as a faucet on the back of their business that’s running all night long!

Business owners assume the risk of running their own businesses so they don’t have to work for someone else.  But to manage their goals, they need people, and those people in the workforce today have expectations. We approach each business owner with this in mind, and realize, with their primary focus of finding clients, marketing, customer service, licensing, and taxes, these are roadblocks to being successful.  The last thing they need is an employee benefit platform that is hemorrhaging working capital.

Business owners can’t reach their personal financial goals unless their businesses provide them the resources to do so. Striving to ensure the business does not spend one more dollar than is necessary to maintain an effective benefit program.  This is how Tattersall Financial Services works with their business owner clients.

We listen to the goals of the business owner, determine the needs of the plan participants, create a strategy, and then support the strategy through education and onsite presence.