2101 W. Wadley Ave
We bring commercial benefits solutions to business owners, presidents, and CEOs to help them stabilize and/or grow their employee teams. Acquiring and retaining quality employees continues to be challenging as good employees often get recruited away or stay where they are due to "better benefits." With your business’ objectives as the foundation of our approach, it is our mission to provide better cost, coverage, and service for group benefits. A variety of business-related life insurance strategies also tie directly into the future success of your business, both from a protection standpoint as well as an acquisition target perspective.
Selecting the right type of company retirement plan is critical in rounding out your benefits offering. All too often, it simply isn’t enough to provide group health benefits alone. We help you design, implement, and monitor a retirement plan. As an independently managed firm, we have access to a variety of investment platforms, custodians, and industry partners. Whatever the goal is for your company’s retirement plan, we have solutions.
As part of helping you and your business thrive, we also help you succeed with individual consultation across a variety of personal insurance and financial advising solutions. In this way, we holistically ensure you, your family, and your business are positioned for long-term success. This often starts with a comprehensive discovery conversation that fully illuminates your current situation. From there, we help you design a future that accomplishes the goals for your life.