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Corporate Client Services

For a business, we can be a source of “one-stop shopping” from consulting, benefits design, executive compensation, investment strategy, competitive bidding, and creating effective communication strategies.

We pride ourselves on the fact that not only is the employer/business owner our client, but each employee is also our client.

Any benefits plan that we oversee integrates not only group meetings for the employees, but also where appropriate, one-on-one employee meetings. We find this achieves three results:

  • Better recognition of the benefits program by the employees,
  • More appreciation of these benefits, and
  • Higher levels of participation.

We design and manage a variety of programs, such as:

  • Retirement Plans
  • Deferred Compensation
  • Major Medical
  • Disability
  • Group 529 College Savings Programs
  • Vision
  • Employee Assistance Programs
  • Group Life
  • Executive Financial Advisory Services
  • Business Insurance
  • Keyman Protection
  • Business Disability Overhead
  • Qualified Sick Pay Plans
  • Cafeteria Plans
  • Voluntary Benefits
  • Health Reimbursement Arrangements
  • Group Umbrella Liability Plans