Employee Benefits

I offer benefits to my employees.

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I have not offered benefits to my employees yet.

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I receive benefits from my employer.

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I offer benefits to my employees.

We’ll first make sure the design of your benefits is most suitable for your business stage, then we’ll shop around prices with at least a couple other options to make sure you’re being efficient. The benefits we most commonly analyze are:

  • Retirement Plan Design
  • Dental and Vision Insurance
  • Health Insurance Pricing
  • Disability and Life Insurance

I have not offered benefits to my employees yet.

If you currently offer little to no employee benefits, we’ll guide you through the stages of piecing together your first benefit package – or at least identifying what it would take to do so.

We'll price with several competitors a list of employee benefits that make sense for your industry and size.

We'll help you balance the cost-benefits of each option.

We'll help you determine the right time to implement (usually in stages).

We'll put together an employee benefits handbook that explains the new benefits to your employees.

I receive benefits from my employer.

Some employer provided benefits are worth more than others depending on the situation people are in. By understanding your entire financial life, we can recommend what specific benefits you should, and should not, elect.

The benefits we most often analyze are:

  • Stock Options
  • Life and Disability Insurance
  • Health Insurance
  • Retirement Accounts
  • HSAs or FSAs

Want to learn more about optimizing your employee benefits?

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