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What We Do

We help corporate clients manage their employee benefit programs (both health and retirement), and we guide individual clients with their financial and insurance planning. We distinguish ourselves by the strength and depth of our service model, which is perhaps best exemplified by our 9 to 1 service-to-sales staff ratio, which we believe to be unmatched by any area firms. As of the start of 2017, we service in excess of 200 local corporate clients and another 300 households.