Services

Every day we help our clients identify strategic business goals and present comprehensive programs to help achieve those goals.  Through our careful analysis, monitoring, and evaluation of program performance, our clients are able to deliver competitive programs for their employees.  

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Products

• Medical Plans
• Fully Insured Plans
• Dental Plans
• Self-Funded Plans
• Short Term Disability
• Employee Assistance Plans
• Long Term Disability
• Consumer Driven Models
• Life/AD&D
• Worksite Benefits
• Vision
• Section 125 Plans
• Long Term Care
• Captives
• International Benefits
• 401k Plans

Risk Services

• Plan Design Analysis
• Cobra/HIPAA seminars
• Actuarial Services
• ERISA plan requirements
• Benefit Plan Marketing
• Plan cost negotiation
• Financial program review
• Geographic network analysis
• Funding program evaluation
• Carrier/vendor sourcing
• Claim reports and lag studies
• Stop Loss contract review
• Claims review & renewal projection
• And Much MORE! 

Financial Services

• Financial Goal Planning
• Comprehensive Tax Planning
• On-going Management of your assets
• Estate and Charitable Planning
• Scheduled Quarterly Update Meetings