We provide valuable, independent, individual and group benefits advice.
Your business’s strength comes from your employees. Take care of them, and your profits will grow.
Our goal is to save our clients time and money, and to simplify the decision-making process.
We aim to provide valuable, independent, individual and group benefits advice to individuals and small businesses. Our clients are busy, successful people. They have active lifestyles and cannot always find the time to organize their financial affairs. That’s where we can help.
Business owners juggle many roles, often overlooking group benefits. To attract and retain employees cost-effectively, they need to ask what they truly want. As independent brokers and Certified Financial Planners, we find solutions with the best value and plan for critical financial events, both predictable and unexpected. Our goal is to help clients stay on track despite life’s surprises.
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“I was looking for a good benefit package for my staff. We were a small company that began to grow and I did not have any experience with employee benefits. Jason came strongly recommended through the chamber of commerce. I spoke to a couple of other agents however it was Jason who came to the office and made the whole process seamless! In the 9 years I have worked with Jason I could not be happier with the service he has provided. He is always available by phone or email, offers great advice, and is a great communicator! The staff also reach out with questions and feel quite comfortable with Jason. His personal approach makes him stand out above all the rest!”
Kathy Evans - Medcom Billing Systems Inc.
