Employee Benefit Consulting

Are you a business owner? Let us take a look at your employee benefits while we are working on your personal financial plan.

A Plan for Everyone

Tailor Made Programs and Services to Meet Your Needs

Together with our partners, we can offer custom suites of services that are innovative and out of the box. Through our process we can help identify the products and strategies to best fit your organization.

There is no one size fits all when it comes to benefits solutions. Our team provides tailor made programs, dynamic and relatable communications and impeccable service.

A few of the solutions in our suite:

  • Retirement Planning
  • Financial Planning and Wellness
  • Welfare Plans (Medical, Dental, etc.)
  • Group Life and Disability

Ask us how to direct up to 100%* of the commissions you pay on insurance to charity through Commissions for missions.