Premier Provider of Employee and Executive Benefits

Our Philosophy

Our firm works as a consultant for our clients.  We are completely independent of all insurance and investment companies.  We keep the client at the forefront of our recommendations.  Depending on the circumstances, we may work pro bono, project fee, hourly or on commission.

Our goal is to be the client’s partner for all their employee and executive benefits.  We work as a team, directing the specialist to assist where needed.

All of our professional personnel are salaried with bonuses based on the profits of the firm.  No team member owns the client nor do they receive a straight commission.  We believe this gives us independence and a fiduciary responsibility to our clients.