Corporate Services Page


We provide guidance and solutions to help you and your employees succeed. A good return on your benefits investment requires the ability to control costs, ensure workforce effectiveness, motivate employees, and manage risk. As consultants we can bring you unbiased comparisons of the top vendors in whatever benefit you need to address. Then as the advisor we can implement, manage, and service the benefit, thus letting you focus on your business.


Our goal is to assist local business owners in order to keep their plans in a continuous state of improvement. We offer personal service that focuses on education and enrollment for plan participants. We use packaged products and administration from only the best and most reputable providers to ensure safety. We stress that benefits are an important part of every employees’ compensation package and make you different. Time saved is also part of our value package, we do everything we can to make sure that every minute spent dealing with your benefits packages is efficient.


  • 401k plans
  • 403(b) plans
  • Defined Benefit Plans
  • SEP plans
  • Profit Sharing Plans
  • SIMPLE / Self-Employed 401k plans
  • 529 Plans
  • Key Man Insurance / insurance benefit plans
  • Health and Welfare