Who We Serve
Custom Plans That Address Businesses Unique Needs.
We work with business owners who care deeply about their teams and want smarter, more sustainable ways to support them. Our clients are privately owned businesses (often family-run or founder-led) who are ready to move beyond outdated benefit plans and take a more strategic approach.
We partner with owners, key employees, and leadership teams who want to:
Reward and retain top talent with custom benefit strategies
Plan for succession, protect key people, and invest in long-term stability
Offer flexible health benefits without the burden of a traditional group plan
You know one-size-fits-all doesn’t work. That’s why every plan we build is tailored to your business goals, your team’s needs, and the way you operate.
We’re a Fit For You If:
You’re planning for growth, transition, or succession
You want to offer competitive benefits but can’t justify the cost or limits of a group health plan
You value clarity, customization, and a real relationship with your benefits team
You’re looking for ways to reward key employees without overcomplicating your business
Decades of Experience, Scaled to Your Team’s Needs.
Our team is rooted in Dayton and has decades of experience serving Ohio business owners across the Midwest and throughout the U.S. Whether your team is all under one roof or spread across multiple locations, we’ll help you build a plan that scales with you.