Who We Serve


Whether you are a small business, large employer, or somewhere between the two, our benefits team can help identify the right criteria to provide the best plan options for both you and your employees.  

Our consultative approach to developing strategy is focused on creating solutions. We understand the importance of a qualified and motivated workforce. We also know that benefits programs provided to employees are one of the most compelling drivers of staff retention. Following your unique objectives as a guide, we can help design the benefits solution that yields the best results for your organization.  

Public Employers

For most school districts, health insurance is the second largest annual budget item after payroll and personnel costs — a cost that continues to rise each budget cycle. Both health care reform and changing economic conditions have transformed the world of employee benefits. In direct response to these factors, we utilize strategies that mitigate costs, creating efficiencies and savings through technology, product design, and a list of full-service features.  

Critical responsibilities accompany these offerings, such as the need to balance costs with the value of benefits, adhere to compliance measures, track data and monitor eligibility — tasks that have become increasingly more difficult for many. As your partner, we act as a trusted advisor for all facets of a district’s health and welfare plan. We manage the complete employee benefits experience to create an environment of success in an innovative and adaptable way.  


Have you lost group coverage? Are you a sole proprietor? Are you retiring early and in need of a health plan to fill the gap prior to Medicare? We can help.

As licensed brokers on and off the exchange, we are able to recommend plans and solutions for individuals looking for affordable benefits and excellent coverage. We are committed to being industry experts and helping our clients find health plans that fit their specific, individual needs. Whether you are considering a high-deductible health plan or a more traditional co-pay plan, our recommendations are based solely on your goals and best interests. As consumer-driven health care continues to create a greater variety of options, we are committed to making all options available to you.

Working with an experienced consultant means you can have the best options available on the market customized specifically for you.