Ultimate peace-of-mind.
Intimate strategy. 

We make all decisions surrounding your company’s employer-sponsored benefits easy and cost-effective.

 
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We help you

We help our clients reduce health insurance costs and streamline benefits administration. We’ll recommend coverage that keeps you and your valued employees protected and happy


 

Looking for something?

Let us know how we can help! Our priority is to be a meaningful resource for employers. Please take a moment to explore our areas of specialty. In addition to what is listed, we partner with professionals in diverse fields to provide well-rounded advice and support regarding legal, human resources, taxation, retirement and other business planning or personal planning needs.

Employee Benefits

Group Health Plans, Dental, Vision, Life & Disability Insurance, and Retirement Plans

Executive Planning & Benefits

Executive carve-out benefits, key person insurance, fund buy-sell agreements, disability insurance, business overhead expense insurance, and business planning

Medicare & Employer Coverage

Medicare plans for the 65+ workforce

 

As a full-service agency, we serve employers in Sacramento, the Bay Area, and throughout Northern California.

How We Can Make a Difference 

  • Identify cost-saving opportunities

  • Align your benefit offerings with your business goals

  • Help you comply with ACA, tax reporting, and ERISA requirements

  • Protect and reward your valued employees

  • Connect you with free HR services

  • Determine the value of your business

  • Streamline benefits administration with online tools

  • Provide personal financial wellness resources to your employees

We also partner with professionals to provide support in legal, human resources, taxation, retirement and other business and personal planning needs.

 
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What Our Clients Say