The financial planning service we provide can profoundly affect the lives of our clients, their families and their business. Business Planning Our role as a Registered Employee Benefits Consultant is to help your company provide cost effective employee benefit plans that are effective to attract and retain the best employees. The key to our success is being creative in all areas of planning. We develop plans that provide a single benefit that can do 'double-duty'. Our computer systems and abilities to help you select and monitor your benefit plans are unsurpassed. Personal Financial Planning Our clients are small business owners, management in medium to large public companies and self-employed professionals. Rather than sell a single-purpose product, we look at the total financial picture and into the future in order to make a recommendation that will stand the test of time. Health Spending Accounts Do you or your company need a simple, cost-effective benefit plan? We suggest myHSA, a powerful Internet based system