- Has your Financial Advisor taught you how to do the Math? Do you know how to calculate your risk and exposure or how to maximize the use of every dollar
- Optimized Benefits is a Boutique Agency dedicated to providing smart solutions for Business Owners to help them manage hidden and direct expenses associated with Benefit Plans.
- We help small and mid-size business owners as well as individual entrepreneurs
- We focus on designing benefits plans that address and fit your companies specific requirements.
- We provide information, insight and solutions to the ever challenging landscape of Employee Benefits.
- We help maximize Benefits while reducing expenses.
- We are licensed Financial Advisors
- We are a Financial Resource for you and all of your Employees.
- We provide personal attention to every detail of plan, from evaluating the right combination of benefits to walking you through a process. We are with you every step of the way. We will know you and you will know us!