Our services

We provide a range of advisory services, including assessing your current benefits programs and vendors, guiding innovative benefit design strategies, evaluating and contracting vendors, and conducting in-depth financial analysis.

Low Cost Evaluation

We offer a low cost evaluation of your health and benefits programs, with no need to disrupt your current advisors.


Our evaluation includes:


  • A session to understand your objectives
  • Collection of health and benefits plan design and cost data
  • A preliminary opportunity analysis covering benefit programs, plan design, and vendor strategies
  • A session to review our findings and recommendations


Take advantage of this opportunity—let’s uncover new possibilities for your benefits strategy!

Our Services


✔ Transparency, affordability and usability analysis


✔ Comprehensive strategy development



✔ Success measures


✔ Ad Hoc Services – Providing expert guidance as needed to support your evolving benefits strategy.


Our fees

Our compensation is 100% transparent and fully disclosed.


You have the flexibility to choose between fixed consulting fees or alternative compensation models (e.g., commissions or credits). The decision is entirely yours.