We're a boutique firm that works with family and privately owned businesses, helping them succeed by:
implementing benefits to retain and reward employees;
designing meaningful benefit programs at competitive to zero net cost to both the employee and the business;
providing executive benefit plans and tax strategies that are relevant, and legal, to help you achieve both your personal and business goals; and
adding plans to stabilize health insurance utilization claims and helping to lower costs.
Over the past 30+ years working with more than 613 financial, insurance, and investment advisors, we've designed smarter benefit solutions that help you:
🦆 Reward and retain top talent while controlling benefit expenses
🦆 Protect your personal and business assets from unexpected health-related expenses
🦆 Retire with tax-free cash flow and be able to keep your wealth in the family
Minimize life’s unexpected events. Help others. Live a life of gratitude!
Go to my calendar and schedule a complimentary 15-20 minute chat. Let's see how we can help you attract and keep top talent, reduce your overhead, and reach your business and personal financial goals.
