Our Services
Employee Benefits
We provide comprehensive employee benefits support that helps organizations stay compliant, streamline administration, and deliver meaningful programs to their teams. Our services include ACA and DOL compliance management, including 6055/6056 reporting and 1094/1095 filing, along with HR support, employee handbooks, benefit statements, and vacation tracking. We enhance the employee experience through online enrollment, onboarding tools, secure employee portals, and health and wellness resources that keep teams informed and engaged. Our team also provides claims and billing assistance, plan comparisons, renewal negotiations, and data-driven guidance on plan design, analytics, and employee retention strategies.
Executive Planning
We help business owners plan for leadership transitions, protect key talent, and safeguard the long-term success of their organizations. Our executive planning services include key person protection strategies, non-qualified deferred compensation plans, and buy-sell and business transfer planning to help prepare for unexpected events or future ownership changes. We also provide business owner retirement analysis and informal business valuations to support strategic decision-making. Together, these solutions help ensure continuity, stability, and a clear path forward for your business and the next generation of leadership.
Insurance
We offer a comprehensive range of insurance solutions designed to protect individuals, families, and businesses at every stage of life. Our services include life insurance, disability insurance, long-term care insurance, annuities, and health coverage options, including Medicare supplemental plans. We also provide property and casualty insurance to help safeguard homes, assets, and businesses. With a focus on personalized guidance and thoughtful coverage selection, we help clients build protection strategies that provide confidence and financial security for the future.