About Us

Since 1991, our principals have provided cutting-edge supplemental benefit solutions to tax-exempt organizations and their most valuable employees. Their professional backgrounds and experience in some of the country's largest consulting firms provide a solid foundation for your organization to receive an unequaled customized plan design process.

How we are different

We have a unique ability to help clients navigate the increasingly complex regulatory and market hurdles associated with funding supplemental executive benefit plans. Our market-leading knowledge, use of advanced financial products and solutions where applicable, and skillful development of well-administered benefit programs are unequaled among firms providing assistance to organizations like yours.

Let us help you by becoming your expert source for
supplemental benefit plan design and allowing us to become a strategic partner in driving your organization's success.