Group & Employee Benefits

Providing an employee benefits package that includes quality, affordable health care coverage continues to be one of the greatest challenges for today's employers. As Your Personal Financial Concierge, we put our considerable experience in this field to work on delivering alternatives to our clients. We evaluate the design of different benefits packages to achieve the best pricing structure, as well as advise on implementing any marketplace strategies and options. In addition to group medical coverage, we also offer ancillary benefits, including, but not limited to life, disability and long term care.