About Us

WHO WE ARE

We Design Benefit Plans and
Foster The Success of Our Clients

We are a California based employee benefits consulting and brokerage firm, specializing in the design, implementation and support of welfare, retirement and other fringe benefit programs.  We develop strategic partnerships with our Clients, in the capacity of designing world class benefit plans that meet corporate objectives and provide unparalleled service.

We focus on professional industries including technology, life sciences, law, manufacturing, engineering, real estate, personal services, entertainment, and non-profits. 

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FEATURE

Why Choose Us?

Experience & Knowledge

We are dedicated in our efforts to stay abreast of the  latest insurance changes and laws, and in providing the best advice and solutions to our Clients.

Broad Base of Solutions

Our valued partnerships and access to markets have allowed us to bring the best solution to any given situation.

Hands On Support

We have the technology solutions to streamline all employee benefit processes.    However, we still dedicate our time to working alongside our clients for best results.

OUR UNIQUE POSITION

We Deliver Excellence

  • During the initial start up phase to develop payroll, benefit and HR infrastructure
  • With a geographically dispersed work force
  • With heavy hiring & recruiting needs
  • When outsourcing benefit administration functions
  • When acknowledging value in offering benefits to employees
  • With an employee population between 2 and 300 (small to mid-size)