Rick Klein Email & Phone Number

I am a partner and an employee benefits advisor at The Horton Group serving employer groups in the mid market space. I lead the firm's Education Practice Group team lead and is a member of the Financial Service Practice Group as well. Employer sponsored healthcare is expensive and controlling price (not cost) is extremely challenging and cannot be truly achieved through traditional strategies. By embracing a holistic approach to managing the health care supply chain and by incorporating innovative techniques such as- alternative funding strategies- aggregation opportunities- true medical and case management, and- direct contracting These solutions are directed to the C-Suite at an organization where the responsibility for financing employee benefit cost typically resides. My dedicated service team takes a "business partnership" approach with every client we work with to reduce administrative workload and anxiety.Additionally as a financial advisor with Global Retirement Partners and a General Securities Principal with LPL Financial, I possesses over 35 years of experience in the financial service industry and can be a valuable asset to businesses and individuals looking to establish or enhance their 401-k/403-b plans.Securities offered through LPL Financial, Member www.FINRA.org, www.SIPC.org. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, The Horton Group, and LPL Financial are separate and non-affiliated companies.

Listed skills include Leadership, Strategic Planning, Insurance, Risk Management, and 11 others.