OUR AFFILIATES

Challenging State and Federal mandates and climbing employment costs require a different approach to benefits than the "all under one roof" model. To help you navigate your options effectively, we offer a team of affiliated experts and coordinate with their solutions to provide better outcomes for your benefits program. Our combined contributions and strategies will provide the direction you've been seeking from a benefit planning firm.

Making sure you have a resource for policies and procedures, legal advice is critical to the security of your business. We offer a gateway to legal experts who specialize in employment law, disability, social security, mediation and arbitration to assist with employee-related issues. Need to update and re-calibrate your employment policy? We can help with that as well. 

Our specialists will focus on your short- and long-term financial goals—and proactively guide you through tax season and beyond with our expertise in tax codes, auditing standards, and complex regulatory requirements. Rather than file tasks independent of each other—taxation, payroll, balance sheets, and bank statements—we treat your business as a whole. This results in comprehensive fiscal intelligence across your entire business. 

Sandy Anderson is a licensed Medicare expert. She offers service to clients so they can support their employed retirees...the folks over 65 who qualify for employee benefits. Those employees can get reliable advice on Medicare and the options available. Sometimes, a Medicare supplement is a better fit than your group medical plan for your bottom line . We'll help you track and support your over-65 population. 

Essex Agency has been serving Vermont businesses for almost 50 years. The experts there offer renowned service and competitive rates on your commercial insurances. We collaborate to provide a full-spectrum and well organized insurance portfolio.

We review Applicant Matching Systems (AMS) that offer predictive personality tests for a fraction of the cost of traditional assessments. Before a resume is reviewed, the program resources a candidate database tageting candidates with the makeup to succeed and fit within your organization. The result is more accurate screening, fewer candidate screenings, and better hires. Reduce your time and the cost of hiring with this service.

You and your employees spend 90,000+ hours in the workplace over the course of your careers. Communication matters and successfully navigating relationships to meet common goals is critical to a productive workplace. We have a certified expert trainer who will guide your staff in developing healthy communication and workplace relationships to achieve the highest potential for success.

Seasoned personnel are hard to replace whether a manager or one of the partners. Nobody wants to go into business with their deceased partner's family. Key person Life and Disability coverages, and death/disability buy-sell plans are affordable and we have top-rated markets and a top rated planner at your disposal. 

Access a variety of administrators that are capable of solving your problems. Simple to complex plans... no matter. Don't put up with high admin fees or dismal service. Clients get specialized referral service.