Where successful businesses benefit from meaningful advice

We help successful businesses ensure they are making intelligent investments in the physical, financial and emotional well-being of their employees. We do this by using our experience and wisdom to provide meaningful advice and solve problems for them as opposed to simply acting as a broker. We also help protect businesses, their employees and owners in the event that something goes wrong.

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Group benefits consulting

Are we making intelligent investments in the physical, mental and financial well-being of our employees?

Are our programs structured to be as cost- and tax-efficient as possible?

Are there any unforeseen liabilities in our programs that could put our business or employees at risk?

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    Group retirement consulting

    Are we providing our employees with the tools and resources they need to plan for their own retirement?

    Do we have a team supporting us who actually understands what matters to people planning for retirement?

    Are our programs structured to be as cost- and tax-efficient as possible?

    Are our employees receiving proactive and relevant communication and education?

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      Shareholder & key-person insurance consulting

      In the event of a shareholder or key-person death or incapacity, would cash be required to fund a buyout or support the operations of the business?

      What makes the most sense to manage this risk?

      • Use cash on hand?
      • Borrow?
      • Sell assets?
      • Buy insurance?

      I want to take a step back and start living the life I want, but what if something happens to the next generation or a key-employee?

      Does this sound like you, or your business?

      We'd love to discuss how our approach might benefit you or your business. We start with a FIT meeting to talk philosophically about what you believe in, what we believe in, and whether the work we do might be a good choice for you.