Independent. Experienced. Client-Focused.
With more than 20 years of experience, we provide independent consulting and strategic guidance for employee and executive benefits. Because we are not affiliated with any insurance or investment company, our recommendations are focused solely on our clients’ needs, goals, and best interests.
We serve as a long-term partner and advocate, bringing together the right specialists and resources to help clients navigate complex benefit decisions and opportunities.
Our approach is simple: educate, advise, and empower. We give our clients the knowledge and insight they need to make informed decisions with confidence.
20+ Years of Experience | Independent Guidance | Client-Focused Solutions
Newsletters
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Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
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Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?