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Sometimes magic is someone spending more time on something than anyone else might reasonably expect.
– Teller

It is important to us to get a clear picture of where you are today, so we can deploy an action plan designed to help you reach your vision of the perfect employee benefit program. And we want you to be happy.

Our approach:




Target Design and Cost





You have unique needs, cultures, budgets, and priorities. We take a steady and thoughtful approach working with our clients to define specific goals, objectives, and design a perfectly balanced benefit package.

When creating a benefit program strategy with our clients, we dig. And we dig deep.

  • Where have you been? Where do you want to go?
  • What has worked? What hasn’t worked?
  • Are your plans industry competitive and valued by the employees? Are they budget-conscious?
  • Are your programs attracting and retaining talent?
  • Are the plans leaving money on the table?
  • Are your benefit plans a healthy component in your overall employee compensation?
  • Are you in compliance and audit prepared?

Our broker/client relationship is a partnership to work together to find the best program options and match your culture and your budget.

We are accessible, available, responsive, agile, and nimble. We are deliberately structured to give you personalized attention. We listen and communicate.

What do our clients have in common? Our clients are:

  • Creative, critical, strategic, and deliberate
  • Finance savvy
  • Open to innovation
  • Committed to providing top quality programs to their employees
  • Embrace that we are their professional services partner, not a vendor
  • Honest, ethical, and forthright
What Our Clients Have in Common