Broker Check

Our Process

Benefits Consulting

Benefits Consulting

We offer big firm scalability and small company responsiveness and agility by working with our team of subject matter experts, HR Consultancy firms and resource partners. The focus of our consulting engagements is on employers headquartered within the Northeast Mid-Atlantic region. 

  • Benefits Communication
  • Enrollment Strategy and Support
  • Medical Plan Claims Audits
  • Financial Education
Employee Benefits

Employee Benefits

We offer innovative and cost-effective benefits plans and solutions to help your company grow and thrive. These plans will help you to attract and retain the best talent in your industry, maximize the results for your clients, and maintain your competitive edge. 

  • Medical Plans
  • Retirement Plans
  •  Voluntary Benefits
  • Supplemental Plans
  • Key Person Insurance
  • Executive Bonus Plans
  • Business Succession
Financial Coaching

Financial Coaching

We offer innovative and interactive technology and tools that enable you and your advisor to view your entire financial picture, establish goals, and plan for improved lifetime financial outcomes.

  • Debt Repayment and Consolidation
  • Budgeting
  • Cash Flow Management
  • Investment Analysis
  • College Funding
  • Retirement Planning
  • Wealth Accumulation
  • Rollovers


We offer you access to a range of insurance companies and help you to narrow down your choices based on your individual needs and goals. Our assistance with plan implementation can help you gain confidence in knowing that your risks are mitigated, and interests protected.

  • Life
  • Disability
  • Long Term Care