BROKERAGE SERVICES Potomac Companies calls on its established relationships with all available insurance carriers in the marketplace in order to hand-pick the specific policies that compliment each client’s distinct needs. Carriers in the marketplace recognize Potomac as a brokerage of high repute which affords us the unique advantage of working and negotiating effectively on our clients’ behalf. Our brokers and account managers evaluate, educate and recommend employee benefit programs to meet each client’s short and long term strategic objectives – the aim being to provide clients with informed choices and the assembly of a prudent blend of products that can be adjusted over time based on company needs. Each client is served by a dedicated Account Manager that personally handles plan implementation, marketplace analysis, updates on carrier innovations, and annual service renewal. Account Managers are also available to research and answer plan eligibility, enrollment, and coverage questions. Executive planning is vital, especially for small to medium-sized companies where individual owners or key executives drive the company’s success. In addition to Potomac’s primary work with employee group benefits, our brokers are available to provide individual insurance services and executive/key employee insurance and planning. Our brokers provide guidance and expertise in recommending executive insurance policies that will help ensure the continued success of our clients’ enterprises. Potomac Financial Management, LLC facilitates sound retirement planning and financial planning for our clients, their employees, or other key stakeholders. Our retirement planning services include a full-service approach that provides funding recommendations and implementation strategies, initial and ongoing education for employees, and an annual review of the effectiveness of selected plans. Insurance Available Through Potomac: • Group health, dental, vision, prescription plans • Group life & disability plans • Group & Individual Long Term Care Plans • Voluntary Employee Benefit Plans • Buy-Sell/Stock Redemption Insurance Plans • Key Employee & Executive Insurance • Individual Medical, Life, & Disability Plans To view a list of the Insurance Carriers we work with, click here. Other Benefit Plans Available Through Potomac: • 401(k)/403(b) & Profit Sharing Plans • Simple & IRA Plans • Defined Benefit/Defined Contribution Plans • Estate Planning & Financial Planning (through partners) • COBRA and Flex Plan Administration (Premium-Only, Healthcare FSAs, Dependent Care FSAs, Executive Reimbursement, TSAs, HSAs, HRAs, etc.) BACK TO TOP

The Financial Consultants of Potomac Financial Management, LLC, are registered representatives with and securities are offered through LPL Financial, Member FINRA/SIPC. HOME | ABOUT US | OUR SERVICES | MEET OUR STAFF | CONTACT US/REQUEST INFO | TECHNOLOGY SOLUTIONS