Welcome to Benefits Planning.

aerial open office

Everyone loves a great plan. That’s especially true when it leads you where you wanted to go.

The plan we put in front of you and your people reflects everything you tell us, and includes the best options from the health insurance marketplace.

If you don’t know where you want to go, how will you get anywhere?

As your partner, we collaborate with the understanding that your employer-sponsored benefits plan is one of your organization’s top expenses and priorities. Therefore, an effective strategy must take into account your long-term vision and perspective, even as we seek to address your short-term goals. After all, employee benefits aren’t about products. They’re about outcomes, lives, and communicating the fact that your organization is a great place to work.

A solid plan = review + research + insight + execution

In the end, your plan is only as good as the outcomes it creates.

Are you looking to drive down costs, offer better coverage, or adapt to a changing workforce? Is there another issue or outcome at play? Your organizational goals provide structure to the work we do during the planning phase. Then, they help direct the way we support you going forward.

Tell us what type of benefits planning we can do for you.

Leading our Benefits Planning line:

Stephanie Murphy

Stephanie Murphy Benefits Meet Stephanie

Michael Smith

Michael Smith Benefits Meet Michael

Katie Moore

Katie Moore Benefits Meet Katie