About Us

During our many years of experience providing employee benefits services, we’ve come to realize that companies are a lot like people. Each one has a “personality” comprised of certain strengths, challenges and needs that are uniquely its own. It certainly makes sense for us to see them that way. After all, when it comes to our clients, it’s not the company or entity we’re establishing a relationship with—it’s the people who work for it with whom we build a sense of rapport.

With the understanding that businesses and organizations come in a wide variety of types and sizes, we never design a plan before first spending time just listening to make sure we understand your company’s specific objectives.

While we offer a broad range of services that include compliance, transaction processing and consulting, our services aren’t really what define us. Instead, we base everything we do on qualities like honesty, trustworthiness and a work ethic that drives us to consistently exceed what is expected of us.