Mission Statement

Our mission is to provide to small and mid size corporations the same knowledgeable advice, service and products that are typically only available to the largest companies.

We recognize the growing demands placed on plan sponsors to provide the highest level of benefits for their employees and we are here to help. We are an independent consulting group offering corporate benefits and services through Raymond James Financial Services, Inc. Member FINRA*SIPC. We are a team that is dedicated to meeting the needs of corporate clients in all areas of employee benefits.