HOW CAN I HELP
Realistic Benefits Guidance at No Cost
Medical, Dental, Life, Disability
Executive Benefits, Operating Agreements
Deferred Compensation, SERP (supplemental executive retirement plan), Insurance A la Carte & review existing agreements, assist in drafting, referral to competent planning attorney (if needed)
Do you have any questions?
I am here to provide you with realistic benefits guidance.
It can be daunting to take the first step in finding the right benefits for you and your company. To help, we've outlined a roadmap for how it generally works and getting you started.
First things first – you’ll want to fill the form out at this helpful little link so we can get in touch with you and start the conversation
From there, we’ll meet up for some coffee to do the “get to know ya’s” and conduct some discovery to get on the same page for where you are at with your journey, how you feel about it all, and some of the nitty gritty details.
*There may be some homework involved after this step
Once the discovery is complete, we’ll hit the ground running and doing the research necessary to creatively bundle options that provide flexible choices with efficient budgeting.
We’ll meet back up, maybe over some lunch this time, go over everything we have put together, advise on any questions and refine the packages as necessary.
When you are ready to go, we will get everything set up for you, meet with your team to review the plans, answer any and all questions, and be available for whatever you need.
After your plan is implemented and up and running, we’ll be there to help however you need. Don’t hesitate to reach out!