Free & Discounted Services
SLOCEA members have access to free and discounted services as a benefit of membership. These services include free financial planning consultation, low rates on group insurance plans, low-cost legal services from local attorneys, and discounts through Wild at Work. Read below for more information.
Free Financial Planning Consultation
Meet Kevin Teixeira
Hello everyone. My name is Kevin Teixeira and I am the financial adviser for the SLOCEA membership. I am very excited to have the opportunity to work with all of you and look forward to meeting you each individually.
I graduated from Cal Poly in 2003 with a degree in Finance and Real Estate. I began my career in finance in 2008 with one of the largest financial companies in the world, where I advised my clients in the areas of investments, insurance, and retirement planning. During this time, I was awarded the honor of Agent of the Year, Chairman’s Council Member, and Mainstay Funds Master.
About Teixeira Wealth Management LLC
In 2016, I founded Teixeira Wealth Management LLC, an independent fee-only investment advisory firm. As a fiduciary for our clients, we have a fundamental obligation to always act in your best interests. We specialize in both professional portfolio management services and wealth planning strategies.
Where many financial advisers simply gather assets, charge their clients fees, and don’t even select the investments in their clients’ portfolios, Teixeira Wealth Management takes a better approach.
How to Get Started
I am providing a no-cost complimentary meeting to all members of SLOCEA who would like to improve their financial situation. Through this meeting, I will grow an understanding of what is important specifically to you and what your financial goals really are. From there I can make my professional recommendations for you. This is what I want to do for you.
Perform our own market research
Build positions in our portfolios for maximum return
Utilize state of the art technology to quantify portfolio risk
Follow a strict buy-side and sell-side policy
Help you become more confident with your finances
Help you save money to supplement your retirement from the County
Help you invest in ways that minimize your tax liability
Help you start a college savings account
Help you thoroughly understand your investments
Help you build a comprehensive financial plan for long term success
Please email me at kevin@teixeiracapital.com to request your complimentary meeting. And please feel free to visit our company website at www.teixeiracapital.com to view more information about our company.
I look forward to hearing from all of you. Until then, take care.
CONTACT INFORMATION
Kevin Teixeira
Teixeira Wealth Management
1041 Mill Street Suite 205
San Luis Obispo, CA 93401
Phone: 805-698-3520
Group Rates for Supplemental Insurance
Who We Are
As a leading brokerage, consulting, and benefits administration firm, Brown has been creating innovative employee benefits solutions since opening our doors in 1974. With over 40 years in the community, we've developed a unique and personal perspective that will help you navigate the constantly changing landscape of healthcare. With our commitment to helping clients succeed and our proven consulting framework, we provide a strategic and innovative approach, a deep knowledge of the ever-changing healthcare laws, a robust benefit administration technology platform, and a dedicated team to manage it all.
What We Do
We have the team to help you build a better strategy, and the systems needed to support it.
At Brown, we believe a successful benefits program requires a tailor-made benefits strategy. Our team is ready to help you develop personalized employee benefit solutions that minimize risk, reduce costs, and take advantage of our suite of administrative and technology services.
CONSULTING AND BROKERAGE SERVICES
There's no such thing as a “one size fits all" approach to benefits consulting. We're passionate about designing and implementing benefits programs that are tailored to fit the unique needs and culture of each and every client. Our extensive planning process and proven strategic framework will ensure that you get the most from every aspect of your health care investment.
TOTAL BENEFIT ADMINISTRATION
A robust technology platform is the backbone of a successful employee benefits program. Our TPA Solutions unit offers clients the following services at no additional cost:
DEDICATED MEMBER SERVICES
ONLINE ENROLLMENT
COBRA ADMINISTRATION
CONSOLIDATED BILLING AND RECONCILIATION
DIRECT RETIREE BILLING
REGULATORY AND COMPLIANCE SERVICES
WELLNESS INCENTIVE DESIGN, TRACKING AND DISTRIBUTION
MEMBER ENGAGEMENT
Do you know the cost difference between an MRI and an X Ray? Do you know the true cost of a brand name medication versus a generic? It takes an educated plan member to get the most out of their benefits plan, but most employees are simply too busy to fully understand their benefits. Keeping in mind the limited attention span of most members, we design custom communication campaigns to help raise awareness and plan efficiency, including quarterly communication campaigns that utilize various media that build off of the traditional materials for open enrollment, member surveys, posters, and wallet cards. The end result is a better-informed employee who values their benefits more highly and utilizes their plan more wisely.
POPULATION HEALTH MANAGEMENT
Can an employer really make employees lead healthier lives? The answer is maybe. Wellness programs aimed at managing the health risks of your employees can be an effective way to reduce long-term benefit costs, but only when those programs are designed and implemented correctly. At Brown, we have the experience necessary to collect and analyze data and to design targeted programs aimed at reducing health risks.
CONTACT US
714-460-7744
Legal Services Program
The Legal Services Program is available exclusively to SLOCEA members and their families and provides for low-cost legal services for assistance on non-work-related legal issues.
This program has no annual fee or enrollment costs. When you call the attorney of your choice to make an appointment, identify yourself as a member of the San Luis Obispo County Employees’ Association in order to receive your exclusive special offers.
If you have any questions or would like additional information, call us at 805-543-2021.
Wild at Work Discounts
SLOCEA members have access to discounts at major amusement parks in California, attractions in San Diego and the San Francisco Bay Area, car rentals, hotels, motels, campgrounds and more through Wild at Work.
