When faced with benefits challenges, wise leaders step up.
"The riskiest thing we can do is just maintain the status quo." — Bob Iger
Meet ClearShift Advisory
We partner with you to take control of your benefits programs. Our innovative strategies are tailored to your pace, ensuring a seamless transition. With complete transparency and no hidden deals, you always know where your money is going.
Our founder brings over 30 years of experience in the benefits industry, and is relentless in her quest to do what is best for clients. Her deep expertise in the industry’s inner workings equips you with the insights and strategies needed to regain control.
It's time to make the SHIFT!
Transparency
Be fully aware of what you're paying for and who is receiving the payment.
Affordability
Cut unnecessary expenses and provide only valuable benefits.
Usability
Make sure employees can effectively utilize their benefits.
A Fresh Approach
Skyrocketing benefit costs. Opaque systems. A structure built to preserve the status quo.
It’s time for a ClearShift—restoring control to where it belongs: you, your employees, and their families.
We’re with you every step of the way, providing year-round guidance, seamless implementation, and measurable results.
Your team gains true independence, free from the limitations of the traditional system. We explore every option to tailor your programs to your exact needs.
Work with a nationally known founder who has led multi-year strategic consulting engagements with numerous Fortune 500 companies, including 10 of the Fortune 100.
All at a fraction of the cost—often less than 50% of what you’re paying today.
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