Benefit Consulting for Small Businesses. Design your Custom Benefit Plan Today.
Atlanta’s Premiere Benefit Consultants. Learn how Benefits can Inspire
Loyalty in the Workforce.
Mission Statement
Helping businesses build
better benefits.
Helping employees build better retirements.
Practice Areas
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. We find the best strategy for your portfolio.
Estate Planning
Our process designs trusts and organizes assets to reduce taxes, enhance legacies and arranges a smooth transfer to heirs that clears probate.
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.
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
Beautifully designed
software and platform
Easy to use
Sign-up For Our Mailing List
Get the latest information about your benefits.
What Our Clients Say
Hear from our satisfied clients who have experienced the quality and value of our advisory services.
Excellent! Tremendous in the growth of my finances. Increased my financial awareness, my family and I are much better off now.
Wealth Management Client
I would highly recommend working with him when searching for the best available healthcare options for you and your family.
Healthcare Client
Outstanding! Provided great service. Helped maximize my savings while customizing a plan that insured me and protected my business.
Business Benefits Client
Frequently Asked Questions
Find answers to commonly asked questions about our products and services.
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 Boldin 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.
Still have a question?
If you have any other queries, feel free to reach out to us. Our knowledgeable team is here to help!
Seeking assistance with your benefits?
Want to improve your benefit plan design? Contact us for personalized assistance.