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How We Help You!

Your Employee Benefit & Insurance Partner

Stand Up Meeting

Our Goal is Simple

We help you make informed insurance and financial decisions.

Insurance and employee benefit plans is a complicated and time-consuming topic.  With a constantly changing regulatory environment, new products constantly introduced and numerous planning strategies; we help our clients by providing:


We use creative & innovative solutions to solve your employee benefit or individual insurance problems that will result in:

  • Better outcomes

  • Lower cost

  • A more flexible approach to your future.

Guidance & Advice

Over the years we have learned what works and what doesn’t work in designing employee benefit plans and individual insurance programs.


We will provide you with the guidance and advice needed to allow you to make an informed decision related to your employee benefit plans and insurance product selection.


We will make running your employee benefit plan as simple and hassle-free as possible allowing you to focus more on the things you enjoy doing the most.


Whether it is the enrollment of new hires, customized benefit guides for your employees, employee benefit compliance issues, or questions on how your individual disability policy works, we will assist you along the way.

Our Proven Process:

We Listen
We understand your priorities, the problems you're trying to solve, and the reasons behind those issues.
We Analyze
We evaluate your unique situation and design a strategy to achieve your desired outcomes in a cost-effective and timely manner.
We Present Solutions
Based on our analysis, we provide well-thought-out options, discussing the pros and cons of each to enable you to make an informed decision.
We Implement
Upon your decision, we execute the plans professionally and in a timely manner.
We Assist and Monitor
We offer ongoing administrative guidance and support, reducing the time you spend on your employee benefits plan. We continually monitor the benefits and insurance markets to provide updates, guidance, and direction in the ever-changing financial and benefits regulatory environment.

Whether you are a small employer setting up or replacing an employee benefits plan or an individual needing assistance with your insurance program we employ the following proven process when working with you.
Small Business Owners

Ideal for Oklahoma-based small businesses with 2 to 200 employees, we specialize in establishing new employee benefit plans and evaluating existing ones.


Ideal for Oklahoma-based self-employee individuals who need guidance for life, disability, long-term care, and Medicare needs.

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