COVID-19 Update: We are taking all measures to provide safety and support to our clients and staff. Our team is currently working remotely to combat the spread of the novel virus and we continue to be available via telephone and email. We are otherwise fully functional, but we expect that there may be delays - Click here to learn more.

Our Services

 

Group Health

No two organizations are the same, nor are any two employees, which is why each Group Benefits program is unique. Our role is to ensure your program evolves in lock-step with your organization and continues to enhance your employer brand with current and prospective employees.

 

Group Wealth

Money may not be able to buy happiness, but when an organization is able to implement a Group Retirement program the workplace culture tends to benefit (pardon the pun!). Some organizations suggest these programs are costly and administratively daunting. With all due respect, we disagree and welcome the opportunity to prove why our processes remove these concerns from the equation.

 

Member Engagement

Life happens – sometimes it’s good, sometimes it’s bad. Employer-sponsored programs are a crucial component of an employee’s financial plan, but they only go so far. What happens if an employee becomes disabled, leaves the organization, retires, or passes away? Our role as advisors is to educate and assist employees so that they can manage their risk, and grow their wealth.