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.
Group Benefits
Our process reviews your insurances and benefits. We work with you to save money while upgrading your insurances and benefits.
Wealth Management
Our process applies techniques from a variety of asset managers such as venture capital and hedge funds.
Estate Planning
Our process designs trusts and organizes assets to reduce taxes, enhance legacies and avoid 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 build the employee census. Working with the decision maker and admin team to gather information about the workforce.
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
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
★ ★ ★ ★ ★
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. This ensures that the estate is well managed, and beneficiaries are provided for.
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. Our services provide value to our clients with sound advice and quality insurance.
Seeking assistance with your finances?
Unable to locate the information you need? Contact us for personalized assistance.
