About Us

We work with a wide range of insurance companies and financial institutions to help our clients meet their employee benefits needs including retirement plans and group medical, dental, life or disability insurance. With over 25 years of industry experience, we are known for our ability to explain complicated technical rules in plain English. We stay on top of the current regulations for you so you can focus on building your business. We provide ongoing support including on-site employee education meetings at no additional cost. Our goal is to be honest and fair in all our dealings. We treat our client's needs as if they were our own.