In addition to all the major insurance companies, we also provide our clients’ access to the ‘alternative benefits market’ to ensure the best value is received for their benefit dollars.

Overall, our approach has provided consistency and cost stability to our clients.

As part of our service we can provide:

No cost, no-obligation review and analysis of your existing employee benefit plan.

‘On-demand’ market rate surveys.

Access to Third-Party Administrators (TPAs) and Administrative Services Only (ASO) providers.

Proactive plan design to help save you money.

Health Spending Account (HAS) & “Cost-Plus” solutions.

Employee Assistance Programs (EAPs).

Optional Employee Financial Planning sessions.

Finally, if you are an owner-manager, we can help you make sure that you have the best combination of coverage for you and your family – leveraging the benefits of both group and individual coverage options.

    Schedule a free, confidential consultation

    Our team would love to answer your questions and get to know you better. Schedule your free meeting below to talk about how we can help take the first step toward a successful financial future.