Business Services

Group Benefits


Setting your team up with a health plan that works for them and is affordable to you takes time to develop and a professional guide.  We are experts at assisting you with evaluating and implementing "off-the-shelf" fully insured plans from the nation's most respected carriers or creating and implementing a partially self-insured health model using our third-party affiliates and PPO networks.  Also, we can help you with implementing concierge service TPA models and learning about and utilizing referenced-based pricing.  Notwithstanding the above, to implement an ACA compliant offer, it takes a team.  Let our team of experts navigate you through the complex world of benefits.

 "As an athlete, I understood the value of my health insurance. I knew that in my profession, injuries were common and could happen at any time." Magic Johnson

Supplemental & Ancillary Benefits


Oftentimes, to keep the premiums for your plan selections reasonable, we have to create plans that offer high deductibles for inpatient, outpatient, emergency services and diagnostic procedures.  To 'fill the gap' we offer programs and services to help your team to supplement the large deductibles and/or co-pays.   These supplemental plans can be completely voluntary paid (paid by the employee) or they can be employer sponsored to build loyalty and round out the benefit package.   

Plans to help members prepare for the unexpected such as: Disability, Life, Accident, Critical Illness, Dental, and Vision. 

"Justice is the insurance which we have on our lives and our property.  Obedience is the premiums in which we pay for it."  William Penn

Retirement Planning


 “Retirement is wonderful if you have two essentials – much to live on and much to live for.”  Anonymous

Once we have taken care of the basic needs of your team, like medical-dental-disability,  we can now turn our attention to helping them to take care of their financial needs.  Studies indicate that most of the US population is woefully under-prepared for retirement.  Social Security was designed to help keep our senior population out of poverty but too many people are using it as their sole source of retirement planning.

As a fiduciary, we make it our business to not only offer qualified plans & support services to our corporate clients, but also to offer financial literacy to your employees to help them with budgeting, use of credit, paying for college, retiring well through holistic financial planning.

Executive Benefits


Executive benefit plans are a critical component of any corporate benefits strategy. Executive Benefit plans provide flexibility in developing benefit compensation strategies, as they can be used to Reward, to attract and to retain key employees or managers and executives. 


Types of Executive Benefit Plans are:

-Deferred Compensation Arrangements

-Supplemental Executive Retirement Plans

-Split dollar life insurance plans

-Grantor Trusts

-Corporate Owned Life Insurance

-Key person insurance

Contact us to receive a step-by-step guide that will educate you on these highly beneficial plans to benefit the owner and the key players within the organization.

 . “Insurance is the kind of product where you can eliminate the taxes and the investment risk. So to me, that is essential for anybody who wants to sleep at night. I don’t know of any other product that attacks both risks at once.”  Ed Slott, Tax Expert

Audit Services


We offer over 27 audits to recapture expenses & costs that have already been paid.  Oftentimes, these expenses are avoidable, but fortunately, they are recoverable, too!  Our team of experts - comprised of auditors, accountants and engineers - will work on your behalf on a contingent basis to recover fees, taxes, premiums and expenses that you have already spent.

Some of these audits include but are not limited to:

  • Cost segregation
  • Property taxes
  • Research & Development
  • Workers Compensation 
  • ACA Compliance

Contact us today to schedule a no-obligation, no fee 'discovery call' to determine if we can help you recover prior lost expenses and/or avoid unnecessary, and costly expenses in the future.

Know that we are NOT CPAs or accountants.  We do not want to displace your current tax advisor.  In fact, we will work hand-in-glove with your advisor /CFO to maximize your potential recovery efforts. 



You may have questions.  We'd like to schedule a complimentary call to determine if we can be of service to you.

Let our team of experts help.

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