Principal Owner
CurrentWe help small businesses with attraction/retention and cost containment strategies, hybrid VB/ancillary benefit ideas, as well as technology and other resources typically underutilized in this space. As a boutique shop, we bring a service first approach with unique consulting strategies including levelized/self funded plans, group medical access to 1099 employees, and DPC options in addition to fully insured plans.We help employees construct affordable benefit solutions to proactively be healthy while protecting their finances from unforeseen events and to grow their paychecks with under-engaged tools as a foundation on which to build wealth for their families and retirement.We help Property & Casualty brokers bring unconventional tools to their clients, insulate their book of business, and add revenue to their bottom line. We help Voluntary Benefit carrier managers begin the dream of owning their own agency, free of large agency expenses and carrier limitations including narrow scope/wrong fit products, glass ceilings, and moving bonus targets which are all designed to profit the carrier and stockholders instead of enriching their clients and their Agency.We help entrepreneurs, providing a turnkey system to begin to finally chase their dreams, earn their worth, and build financial freedom and stability. With the correct vehicle and commitment, we help these entrepreneurs provide for their families the lifestyle they've wanted without the sacrifice of soccer games and family time.We Help.
