Financial Services Groups Welcome

Over the years we have gained a great deal of experience consulting for a various number of construction companies. Below is a list of several types of financial service companies we are currently helping:

  • Investment Firms
  • Wealth Managers
  • Venture Cap Companies
  • Banks
  • Credit Unions
  • CPA's
  • Insurance Companies
  • Retirement Planners
  • Lenders
  • Mortgage Brokers
  • Real Estate Agencies
  • Law Firms
Strategies Designed Specifically for Financial Services

Couple signing loan grant on digital tablet

Your job is to manage your customers wealth, investments, and money and our job is to make sure you you don't overspend your money on employee benefits, HR and risk management coverage's in place to protect your practice. With more regulation and risk exposures it's more important now then ever before to make sure you have the right team looking at your  coverage's and making sure there are no missed markets.

Missed opportunities = an unaffordable opportunity cost.

Our experienced team is happy to take a look at your benefits, risk management, workers compensation and HR programs and evaluate if there are areas that can be improved.

We can look at fully insured, level funded, association plans, captives or self insured plans.

Our 5 year strategic plan will show you a what a new benefits program will look like in 5 years with projected savings, increases and improvements. Your benefits and insurance planning never got easier.

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