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What We Do

Solutions for Businesses, Non-Profits, & Schools

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Retain & Reward Employees, Increase Margins, & Protect Owners 

Energy Procurement  & Savings

Stop fretting over high energy expenses & let us help you secure the best rates and drastically improve your efficiency.

Recruit & Reward Key Employees

Worried about losing your best employees?  Don't be.  We design custom carve-out plans for your execs and key employees.

Business & Owner Services

We help with Big-Picture Items:  Exit Strategies, Buy-Sell Agreements, Loan Protection, Key Person Plans, etc ...

Employee Benefits

We're not your normal Broker.  Let us find custom solutions that work for you & take the stress off of your plate.

Reduce Employee Turnover

High-Turnover hurting your cash-flow & profits?  We can help (especially in the restaurant, retail, & hospitality sectors).

Individual Insurance Plans

Need an Individual Insurance Plan (Life, Disability, LTC, etc...)?  We make it easy.  

Let us help make your organization better without hassle or stress

Who We Serve

Micro Businesses

Small companies can enjoy benefits like the "Big Boys."  Let us show you.

Professional Service Companies 

Medical, Dental, Legal, CPA, Architect, Assisted Living, Staffing, Tech, Real Estate, etc... 

Schools & Non-Profits

Private Schools, Non-Profits, Churches

Restaurants, Franchises, & Hospitality

Restaurants, Hotels, QSRs, Catering, Hospitality, Franchises

Customer-Centered Businesses 

Painters, Construction, Plumbing, Roofers, Tree-Service, Landscaping, etc...

Heavy Energy-Users (Gas/Electricity)

Manufacturers, Powder-Coaters, Crematories, Warehousing, etc....