Skip to Content

Consulting Process

It’s essential that we thoroughly understand our client’s businesses and that we’re actively involved in the all aspects of the client engagement, before and after implementation.

We offer a disciplined integrated approach that is explained fully and is respectful of your time. Our model is built to provide guidance, education and to ensure our clients’ complete understanding of each step in the process.

Our five-step consulting process includes:

Needs Analysis

– Identify business objectives and evaluate current challenges, including financing and tax issues

Benefit Plan Design

– Design plan for review and comment

Business Approval

– Obtain sign-off on final agreed-upon plan

Funding & Implementation

– Fund, implement and communicate to employees

Ongoing Service

– Execute administrative, recordkeeping and client support protocol

Client’s are provided access to skilled professionals who work closely with them at all stages of the process – from understanding their needs, to proposing appropriate solutions to keeping them informed of market and regulatory changes.