Employee Benefits Planning in Portland

It is well known that many employees value benefits over simply being paid more. The turnkey benefits options employers may provide is often key to increasing retention rates. However, knowing what benefits (such as 401(k)’s, group health insurance, and group life insurance) are most suitable is a difficult task for many business owners. Through our independent ability to shop multiple carriers, we help you design the best benefits packages.

Employee Benefit Services


  • 401(k) creation, and management

  • Pension creation, and management 

  • Succession planning

  • Buy-sell agreement planning

  • Executive planning

  • “Key Employee” tax-efficient planning

  • Business owner tax-efficient planning

  • Group disability plans

  • Group life insurance plans

  • Group health insurance plan resources

Employee benefits