How We Work

We recognize that your employee benefits package is one of the largest investment decisions you make for your company. We take the time to listen so that we understand your business and the unique needs you and your employees have. Our advisors leverage years of experience to guide you through the process, providing policy and industry insights and help you select and manage an employee benefits program that is tailored to your your unique needs and goals.

Today’s work environment can be complicated. That's why we work closely with you to anticipate these challenges and address them before they happen. Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have questions, we respond with the correct answers in a timely manner. Our clients love our cutting edge technology and customer service! 

Employee Benefits

Medical Coverage PPO/HMO

Ancillary: Dental, Vision, Life & Disability

HSA, HRA, FSA & Commuter Benefits

Cobra Administration

ERISA SPD Preparation

Buy/Sell - Key Person Life & Disability Funding 

Personal Insurance

Term Life Insurance

Permanent Life Insurance

Disability Insurance

Long Term Care 

Fixed & Indexed Annuities

A Personalized Experience

1-on-1 Strategy Meetings

Educational Seminars

Benefit Portal/Online Enrollment 

Benefit Selection Assistance

Claim Assistance

For more information about our firm and the services we offer, send us a quick email or call our office. We welcome the opportunity to speak with you. | (408) 286-3000