Offering Advice You Can Depend On
In the area of employee benefits, I also partner with Health Source Plus and the Benefits Trust. They are ideal partners when Third-Party Administration (TPA) and Administrative Services Only (AS0) might be better options than a conventional employee benefits plan.
A Simple and Streamlined Process
I meet with my clients so that they can get acquainted with me. Using simple and probing questions to uncover their risk factors, I gather information that will help me determine the best course of action for eliminating future risk.
At a second meeting, I recommend the most appropriate products. I also outline the associated costs.