Consulting

Tell us your story.

Consulting is all about getting to know our clients. It’s tuning in to their greatest challenges, and providing the expertise to help solve them. It’s at the heart of everything we do.

  • We are committed to being the most educated and professionally credentialed consultants in the marketplace. As a team, our consultants represent hundreds of years of experience in the employee benefit and healthcare industries. We believe education is the key to success.

    In addition to our continued quest for education, we are a partner firm of United Benefit Advisors (UBA), one of the nation’s largest privately held, employee benefits advisory firms. With nearly 1,900 experienced professionals located in 165 offices across the country, UBA provides consulting and brokerage services to more than 36,000 employers. As trusted advisors, we help our clients manage nearly $16 billion annually in employee benefits expenditures on behalf of 4.5 million employees and their families.


  • Over the last decade, we’ve worked with hundreds of clients to develop a step-by-step consulting process called The Workforce Reformula. The process includes:

    1.Assessing benefit needs
    2.Surveying employees
    3. Setting goals
    4. Introducing the tools to deliver the best benefits options for each client.

  • Once we understand our client, we then take the next step and help build a strategy that will help them reach their own specific company goals.

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