Chicago: 312-580-0900 | Suburban: 847-831-8831 | Family Office: 312-338-7788 | Financial Planning: 312-440-5028 | Benefits: 847-831-8831

Corporate Services

Our Corporate Services are marked by our professionalism, integrity, and expertise.

Our personalized approach to providing guidance is enhanced by superior service, innovative planning, and value-added administrative tools.

Most of our clients are interested in controlling costs while being able to attract and retain the best talent for their company. Through proper planning, employee education, and creative premium funding, we are able to reach these efficiencies and exceed expectations.

We assist our clients in making informed business decisions to effectively compete in the marketplace. Our service model allows us to provide extraordinary service to an often underserved market. Our independent, objective perspective and broad access to industry partners and other professionals give us the capability to best serve our clients.



  • Retirement Plans
  • Medical Insurance
  • Dental Insurance
  • Life Insurance
  • Disability Income Protection
  • Vision Coverage
  • Voluntary Benefits



  • Employee Benefit Planning
  • Plan Design Assessment
  • Annual Market Analysis
  • Employee Education
  • Enrollment Meetings
  • Business Owner & Executive Planning
  • Buy-Sell Agreement Funding
  • Succession Planning
  • Key Person Coverage
  • Executive Compensation