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Employee Benefit Consulting

We help employers provide high quality employee benefits. We offer health, life, dental, vision, short and long-term disability insurances.

We work with all major insurance carriers to customize a solution for each client,

helping them balance their budget and benefit needs.

We offer both fully funded and self funded solutions, sometimes utilizing supplementary insurance to hold down costs and keep deductibles low.

Our clients have access to an HR-on-Demand portal; an essential resource for a busy HR department with access to forms and policies necessary to remain compliant with federal and state regulations.

We have a strategic relationship with Laner Muchin , Ltd. , one of the oldest and most highly regarded law firms in the country dedicated exclusively to the practice of labor and employment law; to provide legal guidance when needed.

Retirement Planning and Investments

Via an affiliation with our subsidiary Investment Navigation LLC , we offer a full suite of retirement plan options for your business, such as 401(K) and IRA Plans , as well as Cash Balance/Defined Benefit options.

We also offer investment advice to individual business owners and their families.

Individual/Business Insurance Solutions

We offer business owners solutions for Buy/Sell funding arrangements and succession planning.

We help mitigate the risks inherent in entrepreneurship with life and disability insurance solutions to help individually protect you and your family. 

Property/ Casualty Insurance

Via an affiliation with ClearPoint Insurance and Financial Services and The Olson Insurance Group, we are able to offer competitive business, homeowner's, auto and umbrella insurance.

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