Employee Benefits

Understanding employee benefits and making informed choices about employee benefit options is an important concern for anyone that works. Mosher & Ellis helps clients understand existing benefit options and consider how to integrate those decisions as part of their specific financial plan.

Employee benefits include various insurance opportunities, restricted stock, stock options, stock purchase plans, 125 plans, Health Savings Accounts (HSA), 401(k) / 403(b) / 457 plans and both deferred compensation and defined benefit plan options.

Financial Planning and Investment Management for Professionals
"Creating Prosperity by Design"

Contact Us

Mosher & Ellis
3658 Mt. Diablo Blvd
Suite 210
Lafayette, CA 94549
Phone: (925) 284-9470
Fax: (925) 284-9492