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About Us

Our Mission

Guided Benefits was created with both the employer and their employees in mind. We realize that no two businesses, or people, are alike, and we pride ourselves on finding a benefits plan that will work for you. We do not want to sell you a product, but we want to work with you to explore every available possibility.

We show businesses a range of options by utilizing the open market, public and private exchanges, self-funded plans, and union plans. For individuals, we take a step-by-step personal planning approach tailored to your specific goals and needs. Benefits are an important part of your work and life, and with Guided Benefits, we’ll make sure you get it right.

The Guided Difference

For decades we have been giving our clients the tools and resources to make the appropriate decisions. Whether we help businesses explore the open market (direct to the carrier), the public and private exchanges (utilizing PEOs), self-funded plans, or union plans, we’ll assist them with human resources, benefits, payroll, workers’ compensation, and strategic human capital services.

We are in the true sense, a complete, unbiased approach to benefit planning. Brokers only show you what’s available in their quoting system, PEO reps have their single product offering, and union reps only offer what their union provides them. However, we explore all the opportunities for you, so you can understand your options and choose the best decision for your business.

Together, we will go through a financial discovery process – a step-by-step approach to personal planning designed to help you identify and focus on your unique goals and objectives.

We also guide individuals to better understand their cash flow, their adequate type and amount of protection, investment planning, and estate and tax planning.

Companies and their employees work with us because they know we have a purely unbiased approach to finding the best solution for them.

If you are:

  • An entrepreneur, CEO, CFO, director, or controller
  • A company that would like to improve your overall profitability
  • Interested in giving your employees more benefits and an overall better workplace experience
  • Trying to care for your employees and family members
  • Looking for a secure financial future

Then we want to help guide you!

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