Company
Company Health Benefits
Real coverage your team can use, without the punishing renewal.
Company Benefits Strategy
ICHRA and level-funded: two tools that end renewal shock.
ICHRA, in Plain English
You set the budget. Each employee picks their plan.
Level-Funded Plans
A group plan that can hand money back.
Transition Paths
From what you have to what fits. The five moves.
Business Owner Consulting
Strategy and structure for where you're headed.
Individual
Individual Health Insurance
Plans matched to how you actually use care.
Life Insurance & Its Uses
The uses most agents skip, used right.
Retirement & Wealth
Planning built for a business owner's reality.
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