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Employee Benefits

San Jose, Campbell, Los Gatos, Santa Clara, Sunnyvale, Santa Cruz, Monterrey, Mountain View, Palo Alto, Freemont, Milpitas and throughout California

Why are employee benefits important?

In order to be a competitive employer in today's marketplace, it's important that you offer a comprehensive benefit package. This can vary greatly depending on the size of your company and your industry.  

What types of employee benefits are available?

Medical benefits

  • PPO
  • HMO
  • Health savings accounts
  • Health reimbursement accounts
  • Flexible spending accounts

Ancillary benefits

  • Dental
  • Vision
  • Basic life,¬†supplemental life and AD&D
  • Disability - short and long term
  • Business travel


  • Profit Sharing/401(k) savings plans (often includes company matching)

Additional benefits

  • Tuition reimbursement program
  • Paid holidays
  • Vacation days
  • Sick and bereavement days

Get started today!

Offering quality, competitive benefits is simple with the help of our experienced staff. Call us today to begin customizing an employee benefits package for your company.

Thank you for your interest in Whitaker Financial Services. We work diligently to provide you quality financial and insurance services. Please feel free to call our office at 408-286-3000 or email any questions and one of our professionals will reply promptly.

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Securities offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Whitaker Financial Services are not affiliated. Additional products and services may be available through Patrick Whitaker or Whitaker Financial Services that are not offered through AIC. Securities products are limited to residents of California.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Whitaker Financial Services will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.