| Products: | Employee Benefits |
| Services: | Implementation, Strategic Planning |
| Specialties: | Consultations, Employee Benefits, Implementation, Strategic Planning, Successions |
| Credit Rating: | Good |
| Sales Volume: | 500K |
| Employee Size Range: | 1-4 |
| Franchise/Chain: | Standalone |
| Number of PC's: | 2-9 |
| Square Footage: | 2500-9999 |
| Fortune 500: | No |