Who We Are

We are an employee benefits management, consulting and brokerage firm with two locations in eastern Pennsylvania. Our staff includes Certified Employee Benefit Specialists, Chartered Financial Consultants plus Account Managers with insurance claims processing backgrounds and provider relations’ expertise.

Technical expertise with experience rated health and welfare plans including medical stop loss insurance, has promoted long-term client relationships. Consulting and analysis to develop appropriate employer paid plans, payroll contributions and voluntary benefits programs round out our services.

Our spirited dedication to creative ideas, strategic solutions and responsive service is coupled with resources for legislation details and communications assistance. Technology is incorporated to enhance employee appreciation for their medical, dental, vision, voluntary benefits, life, disability insurance and retirement plans.

Mission Statement

Our mission is to serve God, our clients & the benefits community with creative insurance solutions that empower the individual and their employer.

Our Foundation

Our foundation is to build and maintain a creative and responsive environment in the dynamic field of employee benefits. Our clients, their employees and the vendors we recommend are supported with the educated integrity and consultative quality of our services. Wise planning and common sense are our foundations for excellence. Our success results from honest and ethical service.