We're a boutique firm that works with family and privately owned businesses, helping them succeed by:

• retaining and rewarding employees;

• adding meaningful benefit programs at zero net cost to both the employee and the business; and

• stabilizing health insurance utilization  claims.

Additionally, through our network of experienced and specialized professionals, we provide education and access to executive benefit plans and tax strategies that are relevant, and legal, to help you achieve both your personal and business goals and objectives.

Over the past 30+ years working alongside 613+ financial, insurance, and investment advisors, we've designed smarter benefit solutions that  help you:

🦆 Reward and retain top talent while controlling benefit expenses

🦆 Protect your personal and business assets from unexpected health-related expenses

🦆 Retire with tax-free cash flow and be able to keep your wealth in the family 

Minimize life’s unexpected events. Help others. Live a life of gratitude! 

Go to my calendar and schedule a complimentary 15-20 minute chat. Let's see how we can help you attract and keep top talent, reduce your overhead, and reach your business and personal financial goals.