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Portfolio Review


We bring discipline and direction to your employee benefits plan and through our strategic alliance with American Prosperity Group, For your Retirement Plans.


As a complete benefits broker, we have the advantage of working with numerous health insurance carriers to help assist you in finding the plan that best meets your needs.  By working directly with the carriers as your representative, we save you time and money.

If you are currently using a broker, we encourage you to ask these questions:

  • Do they take the time to truly understand you and your business?
  • Are they contacting you monthly; maintaining the relationship throughout the year not just at enrollment time?
  • Are they providing you a service plan that measures their promises against their performance?


As a broker, we have access to a broad variety of employee benefit options, including:

  • Medical, dental, long-term disability, short-term disability, group life, flex plans, Health Savings Accounts (HSAs), Health Reimbursement Accounts, voluntary supplemental products, cafeteria plans, wellness plans, HR support, Employee Assistance Programs (EAPs), deductIble buy-downs, self-funded insurance, provider network access, prescription plans, and relationships with Third Party Administrators (TPAs).