We are a strategic employee benefits advisory firm that has been successfully serving our clients for over 20 years with innovative and cost-saving solutions.
Our clients include employers in a single office location all the way up to larger firms with multiple offices across the U.S. We provide local expertise with national resources in most of the major cities in the country as well as in Western Europe.
We are highly skilled in the areas of self-insured and fully-funded health & welfare plans, qualified and non-qualified investment plans, and the use of technology in the HR/benefits areas as a means of increasing productivity and communication and decreasing cost.
We can operate on a fee-only basis, or on a commission basis, depending on which best suits our clients' needs.