In addition to offering group insurance services, we also offer group retirement plans. Our objective is to simplify the time a business owner would otherwise spend trying to determine the best options for their company. You can think of us as a true business partner in that we handle many aspects of managing either group insurance and/or group retirement plans.
For group insurance options we represent most carriers in multiple states where licensed.
For retirement plan services, we work with the majority of TPAs as well as most major record-keeping companies.
firstname.lastname@example.org | (888) 999-8099