Our Process

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

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

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

Insurance

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