Providing a diverse range of services that address each clients the needs, plans and goals. Experienced consulting and advisory.

Consulting with business accounts and individuals. Learning each clients current status, along with their plans, and their goals. Evaluating the most appropriate solution for their needs. Advising what plan meets their needs. Then educating the client as to why I believe my recommendation is the best way to address their needs through a clear concise explanation of its benefits compared and contrasted with several alternatives. - Advising and consulting Businesses on PPACA, and what options ar...

Consulting with business accounts and individuals. Learning each clients current status, along with their plans, and their goals. Evaluating the most appropriate solution for their needs. Advising what plan meets their needs. Then educating the client as to why I believe my recommendation is the best way to address their needs through a clear concise explanation of its benefits compared and contrasted with several alternatives. - Advising and consulting Businesses on PPACA, and what options are available for them. - Health Insurance design and implementation - Optimization of benefit plans to meet financial needs with program expectations. - Developing income planning solutions - Voluntary Plans/Supplemental Plans - Tax-favored Health Expense Accounts, FSA's, HSA's,HRA's - Wellness Progr