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Call us at 1-513-673-8622


Click here for printable Total Compensation Statement

Online secure vault

Our secure vault allows us to collaborate with you and your other advisors to assure we are all on the same page. Pick and choose which files and folders can be shared.


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Your Benefits Management System

Our Benefits Management System allows both employers and employees access to a portal for online enrollment, reporting, communication and compliance, 24/7 access to your benefits information and so much more!

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Our firm has invested in state of the art software that allows us to better serve you. Our benefits management system will help organize you with 24/7 access to all of your benefits information and our online secure vault will keep your important documents filed and protected.