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Digital Benefits for Small Businesses. Design your Custom Benefit Plan Today.

Atlanta’s Premiere Benefit Consultants. Learn how Benefits can Inspire Loyalty in the Workforce.

Helping businesses build better benefits

Helping employees build better retirements

Our Services

Practice Areas

Our full service benefit planning and implementation process applies techniques from a variety of disciplines.

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Group Benefits

Our process reviews your insurances and benefits. We work with you to save money while upgrading your insurances and benefits.

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Wealth Management

Our process applies techniques from a variety of asset managers such as venture capital and hedge funds. We find the best strategy for your portfolio.

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Estate Planning

Our process designs trusts and organizes assets to reduce taxes, enhance legacies and arranges a smooth transfer to heirs that clears probate.

How We Work

Work Process

01

Initial Consultation

We meet with the business owner and decision maker. Introducing them to our payroll specialists and benefit team.

02

Data Gathering

We work with the decision maker and admin team to gather information to build the employee census.

03

Plan Design

We design our plans with the decision maker. Creating a personalized plan that helps you achieve your benefit goals.

Success

Proven track record of successfully resolved cases

12k

Cases

20

Years

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Who are we

Award winning registered investment advisors ready to help with your benefits and estate planning

Easy to use

Beautifully designed software and platform

Testimonials

Our Customers Said

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★ ★ ★ ★ ★

5.0 in Google reviews

Excellent

Tremendous in the growth of my finances. Increased my financial awareness, my family and I are much better off now.

★★★★★

Wealth Management Client

Highly Recommend

I would highly recommend working with him when searching for the best available healthcare options for you and your family.

★★★★★

Healthcare Client

Outstanding Results

Provided great service. Helped maximize my savings while customizing a plan that insured me and protected my business.

★★★★★

Business Benefits Client

Have Questions?

Frequently Asked
Questions

How does our Portfolio Management work?

We offer portfolios managed internally and externally. We choose asset managers, depending on the client’s objectives.

How does our Benefit Consulting work?

We meet with the business owner and decision maker to identify a suitable benefit plan.

How does our Financial Planning work?

We use RightCapital and other tools to design strategies that assist you in preparing for the financial future.

How does our Estate Planning process work?

We help people plan for probate and alternative minimum taxes. Ensuring that the estate is well managed. Beneficiaries are provided for according to your wishes. Not consumed by debts.

How does our Virtual Family Office work?

We have partnered with attorneys, accountants, asset managers, banks, hedge funds, and venture capital. Connecting our clients with great professionals.

How does our Insurance Agency work?

We broker multiple insurance products in numerous lines. Connecting you with the best insurance products at the best price. We give our clients sound advice and quality insurance.

Seeking assistance with your finances?

Unable to locate the information you need? Contact us for personalized assistance.

Call Us