As an independent broker, we listen to what you need. Our services are a reflection of those needs in a modern era of employee benefits.

We offer:

  • Health insurance plan designs
    • Fully insured
    • Partially self-funded
  • Executive benefits
  • Multi-state coverage
  • International coverage
  • Comprehensive market analysis
  • Ongoing plan management
  • Online benefits administration
  • COBRA Administration
  • Professional HR resources & services
  • Employee 
    • Benefits meetings
    • Communication
    • Educational workshops
    • Customer service 
    • Advocate for insurance for claims
    • Questions regarding benefits & eligibility
  • Provide timely information regarding your benefits
  • Track, monitor, and report service statistics for your organization on an annual basis
  • Comprehensive analysis and consultation with partially self-funded plans
  • Alternative funding
    • Health Reimbursement Account (HRA)
    • Health Savings Account (HSA)
  • Section 125 Cafeteria Plans
    • Premium only plans (POP)
    • Flexible Spending Accounts (FSA)
  • Retirement Strategies for
    • Executives
    • Employees
    • Individuals