Employee benefits consulting: Helping great organizations offer exceptional benefits
Our team simplifies the complex numbers that drive organizations. We’re what some call “numbers people”. Our perspective helps us show clients how to use numbers to achieve great things today and in the future.
Take better care of your people with employee benefit plans that empower them. For over 60 years, we’ve blended our actuarial expertise with solid investment strategies to help organizations do more for their employees.
Our Services – How we help

Big Firm Capabilities. Small Firm Feel.
We maintain a service model that delivers a personal touch that’s immediately felt in our work.
Your people are treated like our own. We prioritize empathy and human connection over automation and standardization.
In an industry driven by standardization, we offer the flexibility to customize services, technology, and reporting based on your unique needs.
You have direct access to firm owners, ensuring accountability and unrivaled personalized service.
Managing multiple service providers can be challenging. We’ve used client feedback to carefully design our lineup of services and ease your workload.
Let’s get started! Send our team a message.
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