I am your biggest fan! Any opportunity I have to attend your insightful and informative sessions or just come to your office to have coffee, I am there!  Really, anytime. You have a great company and a really great group of people. The energy I get when I am there, or even in a meeting with any of your people, should be bottled and sold. 

We received excellent feedback from the staff this year regarding the meetings and the information provided. The firm was able to accomplish my two goals of plan shift and increased HSA participation by education the staff and teaching them how they can be better consumers. Excellent service!

They spent time understanding our culture and our needs. And then they provide outstanding service that exceeded our expectations.

I have worked with more than 6 broker firms in the past 10+ years and have never found one as good as the firm!! Absolutely love you guys!! Best broker team ever!

The firm’s creativity set them apart from the competitors. We had a specific accrual process (incurred not paid) – the competition offered very cookie cutter processes for how they would handle it and the firm took a very creative approach to it. The firm was able to run reports and provide specific samples so that we knew exactly what they would be getting from the firm. The other firms did not go the extra mile like the firm did. The other firms were much larger and typically were bound by standardized reporting and templates where they took a more customized approach.

We really liked and appreciated how the team worked together and bounced ideas of each other. The team said what they were going to do and they followed through on everything that was promised.

What a terrific team to work with! Outstanding customer service and super employee handbooks!

The team embraced our new process at the ninth hour and renewal meetings were extremely effective. The firm adapts to clients’ needs and doesn’t force clients into a cookie cutter mold. This client is extremely appreciative of those efforts!

You are like extended family – without the dysfunction!