Our Clients

Now more than ever maintaining the status quo is no longer good enough. Let us help you empower your employees to propel your business forward. From employee benefits to total rewards and pensions – we help you look at the factors that drive success and make them fit your business goals.

We outline what your competition is doing, what’s changing in the market and then we design and deliver solutions that fit your unique business.

Each member of team has worked with a wide range of business clientele, from HVAC companies to Law Firms.  However we specialize in working with a few specific types of companies due to their unique benefit needs, such as:

  • Law Firms
  • Accounting Firms
  • Recruitment Companies
  • Technology Companies
  • Manufacturing Companies
of workers are protected by group insurance plans
ownership gap for Disability Insurance
ownership gap for Long-Term Care Insurance

* Ownership Gap: Difference between the perceived need and the ownership rate

Our Core Values

Client Focus

We are driven to help you succeed. We are always striving to act in your best interest, to understand your needs and respecting your perspectives, pushing ourselves to exceed your expectations.  

Privacy and Safety

Our capabilities and intellectual capital are enhanced by our deep industry expertise and hands-on, collaborative approach.

Guarding Your Future

The choices you make today shape the lives yourself and your employees for years to come. Our recommendations are developed to be sustainable development strategies to protect your company in the face of future challenges.  We understand that change can be difficult and we work to minimize risk and ensure smooth transitions. 

Quality Services

Our professionals see what others don’t, challenge conventional thinking, and consistently deliver innovative solutions.

Innovation Solutions

We work side by side with senior executives to accelerate execution through a blend of analytical and management approaches.


It is perhaps the most important core value because it demands truthfulness and honesty, even when uncomfortable. It discourages assumptions, allowing us to walk the line between confidence and willful ignorance.

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