Employee Benefit Programs

With so many options out there, we know that comparing the benefits of health insurance plans, networks and regulatory requirements can be confusing, especially since there are so many options but it doesn't have to be. We can help.

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Business Owner Protection

Business owners face a triple threat. In addition to running their business, they need to consider their personal income protection, business continuation and business succession planning in addition to running their business. We can help.

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Worksite Retirement Solutions

Contributing to a 401(k) and IRA plan can be a good start to saving for retirement. In order for a individual to retire confidently on their own terms, it is important to look closely at what needs to be done and create a solid plan.         We can help.

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Who We Are

Welcome to KD Benefits & Financial Services, Inc. a full service insurance agency with over 60 years of combined experience in the health insurance and financial services industry. We help create and manage comprehensive, compliant and easy-to-administer employee benefit programs targeting small to mid-sized companies in California. With the most creative talent and resources in the industry, we are focused on providing value-added and creative solutions for our clients.

We also focus on health and financial protection for business owners. At KD Benefits we know the success of a business is built through hard work, dedication and sacrifice. We will work with business owners to ensure their success continues in the untimely event of illness, injury or death. Our team will help businesses stay the course by providing key products when catastrophe strikes the business owner, partner or key employee.

We care about our clients and do everything we can to simplify their lives by providing comprehensive, compliant and easy to manage programs.

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Next Steps ...

To learn more about how our team can help protect your team, contact us with your questions or to set up a time to visit.