Plan designs built for your payroll.
We design, implement, and manage custom health, retirement, and wellness plans that help mid-sized companies retain top talent while controlling premium costs.
Bespoke mid-market advisory
We replace transactional brokering with dedicated, compliance-first plan management.
Unbundled Plan Design
Compliance-First Shield
Direct Claims Resolution
Eliminate hidden broker commissions. We construct transparent, unbundled plans that align with your fiduciary duties and lower overall premium costs.
Shield your firm from complex liabilities. Our advisors provide continuous oversight to maintain strict compliance with ACA and ERISA standards.
No automated phone trees. When employees face complex claims disputes, they work directly with a dedicated advisor to resolve them.
The path to alignment
01. Diagnostic Audit
We thoroughly analyze your historical claims data and current plan structure to identify hidden fees and structural inefficiencies.
02. Bespoke Restructure
Our advisors build an unbundled plan from the ground up, selecting transparent, high-performance vendors that align with your fiduciary duties.
03. Direct Management
We manage implementation, continuous compliance reporting, and direct employee claims support, acting as your dedicated, single-point-of-contact partner.
Ready for direct advisor access?
Simplify your compliance, lower your premium costs, and give your HR team a dedicated partner who never routes you to a call center.