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Business Solutions

We are true business advisors.  Our clients prefer us to simplify their business needs through one relationship to make things more efficient. Small and medium business owners tend to be reactive. They are also often wrapped up in the here and now that makes regularly planning ahead difficult.  

Our unique perspective on employee experience is they are the wheels that make the car go. There are more factors than ever that drive this experience and impact its cost on a business.  It’s crucial to ensure the experience is a positive one and essential for success.   

We want our business clients to thrive both short and long term. We advise on the now and strategically look at the next 5, 10, or 30 years of a business’s life, helping businesses concentrate on day-to-day revenue while we focus on its longevity.  

Thrive and prepare now!

Our Process

We can focus on individual topics or first do an overall business health assessment and report engagement (cost will vary based on size and complexity).

Consultation & Discovery

Assessment & Analysis

Education & Implementation

Ongoing Oversight & Monitoring

Services offered:

We’re here to talk through issues, solve immediate needs, run through a big picture overview together —  all with the focus of how the client and the employee is impacted.   

 

Our solutions in the following areas are built around the needs of a business and connecting them to the appropriate resources or products as needed.  

People

Group employee benefits

Group retirement plans

Workplace financial education

Group employee benefits

Operations

Business Insurance Strategies

Enterprise risk management

Principal & Executive Protection

Financials

Business Succession Strategies

Budgeting/Cash flow analysis

Payment Processing

Cash management