With over thirty years combined experience, Rod and Stephanie offer the industry cost-effective solutions for insurance and investment planning. Together, with our associates, we believe that educating the client is the common denominator in developing a successful financial strategy.
Many facilities maintenance related business owners regard benefit planning as complex and confusing, therefore, they often miss out on the many potentially rewarding financial opportunities. We simplify the benefit planning process by designing, managing, and customizing benefit systems to meet the needs of your clients. We construct many of our programs to operate within the guidelines of the Section 125-tax code for benefit plans. The concept of supplying benefits is commonplace; it is our approach to meet the needs of your clients in the workplace using a lateral thought process that makes our designs, systems, and responses different from the usual solutions.
Our strength is our ability to identify the areas of need in a varying employee base. One solution is not the answer for every employee. Thoughtful solutions that address a wide range of needs reach a larger number of employees. One of our areas of focus is the development, management, and administration of work site marketing plans. We identify gaps in coverage or services and build programs to support the executives and employees who keep your client's organizations intact and competitive in the marketplace.
Our goal is to take the mystery out of investing and insurance management. We take the headache out of administrating plans, enrolling employees and communicating "core" benefits. We help your organization acquire the information and education needed to make the right financial decision. Most importantly, we hope to establish a long and trusted relationship with your company by creating satisfied employees.