Broker Check

Business Solutions

Client Centered

At JBL Financial Services, we strive to deliver high-impact service to organizations – innovative solutions, comprehensive consulting, and business value. As an independent firm with national scale and resources, we have access to a broad array of record keeping platforms, through a local TPA (third party administrator), the latest research and analytics coupled with education to assist a company with its retirement plan obligations. We can help you with your 401(k), 403(b), or other corporate retirement plans or group insurance.

We offer sound advice on how to structure a competitive, qualified retirement plan that aligns with your business goals and cost parameters. Our advisors have extensive knowledge of group insurance coverage and the unique needs that employers and participants face with their retirement benefit plans.

Employee Benefit Solutions 

JBL Financial Services provides employee benefits solutions for companies to assist their employees in the transition to Medicare.

One of the most important decisions an employee faces when they retire is making the right choice about their health insurance. During their working years, you as the employer were responsible for choosing your company's health insurance options. 

When your employees retire they are faced with making the decisions about their health insurance. These decisions can be overwhelming especially when it comes to being eligible for Medicare. Erin helps hundreds of families every year make the important decisions surrounding their health insurance options by providing the information and guidance they need. We help individuals save time and money in addition to allowing them to keep their current physicians. 

Click here to learn more about our services: 

Employee Benefits

So how can we help you? Serving as an experienced guide for plan sponsors, we help business owners navigate through the maze of investment options, plan design considerations, participant education, vendor resources, group health insurance, retirement benefit plans, and more. 


If you're looking to help your company and the employees you employ take the time to schedule a brief phone meeting with Erin to understand the options available to your employees for Medicare. She speaks with individuals, groups, offices and at corporate events. Get started today! 

Why Should Businesses Offer Employee Benefits?

Financial instability is a major concern for many businesses. At JBL Financial Services, we can help you navigate the complexities of retirement planning. By crafting targeted financial plans that prioritize your financial health, we can help your business prepare for the future. Our retirement planning process is designed to provide businesses and their employees with the tools and confidence needed for an independent retirement.

Boosts Employee Loyalty and Retention

Offering employee benefits can significantly increase loyalty and retention. When employees receive health insurance options, a corporate retirement plan, and opportunities for alternative investments like mutual funds and exchange-traded funds, they feel valued and are more likely to stay longer with the company.

Attracts and Retains Top Talent

Offering robust employee benefits such as retirement plans, health insurance options, and life insurance coverage can make your business an attractive place to work. Small business retirement planning services ensure employees feel valued and secure about their future. Businesses that provide these perks are more likely to attract skilled professionals and retain them long-term.

Enhances Employee Financial Security 

Providing benefits like retirement plans, asset management services, and estate planning helps ensure your employees' long-term financial goals are met. This creates financial confidence for your team, which can lead to better job performance and satisfaction. Financial planning services such as tax-advantaged retirement accounts and diversified portfolio options can also aid in pursuing their retirement goals.

Improves Job Performance and Morale

Comprehensive employee benefits, including a business pension plan and long-term care insurance, contribute to higher morale and greater productivity. Businesses create a supportive environment by helping employees manage their financial situations and offering income streams such as pensions. A happier workforce can mean improved performance and lower turnover rates.

Strengthens Your Business' Reputation 

Businesses that offer retirement benefit plans and comprehensive consulting on financial planning gain a positive reputation. These offerings demonstrate a commitment to the well-being of your team, showcasing your dedication to ethical business practices and fiduciary duty. Being known for providing excellent benefits can attract potential individual clients and institutional clients alike and enhance trust and loyalty towards your brand. 

How Can JBL Financial Services Help You? 

Expertise in Investment Strategy

With extensive combined experience, our coaches, Jeff and Erin Lapidus, provide professional advice on a wide range of investment choices. From finding the right medical coverage to understanding income and tax planning to alternative investment opportunities, we offer comprehensive guidance tailor-fitted to individual financial needs. We emphasize a diversified portfolio to manage risk and improve returns to help you pursue your retirement goals. 

Personalized Guidance for Business Owners

At JBL Financial Services, we serve as experienced guides for business owners. Our expertise in business retirement planning services can help you navigate through the various investment choices and plan design considerations. We simplify complex topics like Social Security, retirement savings, and tax planning to help make your retirement comfortable and more straightforward.

Comprehensive Consulting Services 

JBL Financial Services provides retirement plan consulting services that cover a broad range. From group health insurance plans to retirement benefit plans and investment strategies, we manage all aspects of your corporate retirement plan. Our professional advice aims to create competitive, qualified retirement plans that can support your business's financial goals.

Personalized Approach 

Our financial advisors can help you develop personalized retirement plans tailored to align with your business goals and financial situations. We offer comprehensive consulting and business retirement planning in St. Louis that addresses employer and employee needs. Whether retirement goal planning or asset allocation, our targeted strategies can help with long-term growth and financial independence.

Education and Ongoing Support 

We empower you with the knowledge to make informed financial choices through participant education and ongoing support. Our professional financial planners and retirement coaches can assist you in understanding your retirement savings options and navigating the financial planning process.

Empower Your Business and Employees

Effective retirement planning is crucial for business success and employee satisfaction. Sometimes employees aren't aware of their benefits, which can be an employer’s largest expense. JBL can help explain these benefits to employees and show them how valuable they can be. This helps employees appreciate their benefits more and understand the extra support they can get from their employer through health benefits and retirement plan contributions.

Start Offering Retirement Planning Benefits

Invest in sound retirement planning. JBL Financial Services is dedicated to offering personalized, expert advice to meet your specific business needs. Prioritize the well-being of your team and secure a competitive edge by offering robust retirement benefits.

Contact JBL Financial Services today to learn how we can help you plan a brighter, more secure future for your business and its employees.

Let's Start Planning