The right employee benefit plan advances your business strategy. 

Just as you seek clarity about your ideal clients, business models, supply chains and financial goals, it is important to recruit and retain a team that surrounds you as your business grows and matures. An effective employee benefit plan is based on the unique needs of your business.

Finding and keeping the best people is often a big challenge. A comprehensive and competitive compensation package is important and includes employee benefit plans that contribute to your team's health and wellness, as well as that of their family members. It might also include opportunities to manage their financial future through programs such as group retirement options.


What you can expect from us. 

We will take the time to understand your business, industry competitive pressure points, your most urgent human resources needs and your past experience with employee benefit plans before we make recommendations that respond to your unique business needs. 

We will work with you to:

  • Inform you about the advantages and risks of different employee benefit plan models;
  • Find personalized solutions;
  • Recommend sustainable solutions that contribute to your business strategy;
  • Provide industry insights to ensure that your plan is competitive;
  • Propose employee benefit plans that offer seamless and secure access for you and your team;
  • Offer transparent reporting, so that you understand how your plan works;
  • Support your business as it grows and matures; and
  • Address financial concerns that may arise with business owners or team members.

Only once we understand your business will we recommend a package of employee benefits that works for you and your team. 

As independent brokers, we work with multiple insurance carriers to identify and structure optimal employee benefit and retirement savings plans for your business.

If you are looking for more flexible solutions, we can also assist you in establishing health spending accounts, executive benefit plans, wellness accounts and other specialized options.