We believe that the entire healthcare delivery model is in need of disruptive influences. We see first hand the kind of hardship that rising deductibles, increased out of pocket expenses, and rising healthcare costs are having on your employees. There are solutions to these problems and our clients understand those solutions and have consistently out-performed the marketplace when it comes to plan cost and plan performance. Our tagline is "Innovative Solutions for Healthy Companies,"​ is reflective of our values. Our clients see a lot more than just the "Off the Shelf Solutions."​ Our prospects, even if they don't go with us, are always glad they took the meeting. Shoot us a note and let us educate you on some of they ways that we are reducing the burden on employer's bottom line, and more importantly on your employee's welfare.

Coterie Advisory Group, Inc. is an Arizona-based, insurance program manager and consultative advisor who delivers Affordability-Based Medical Plan Strategies to help benefit brokers and employers in the benefits industry. The founders of Coterie Advisors are comprised of a team of insurance and benefits professionals who since 1990, have dedicated their careers to Affordability-Based Medical Plans. They have held various Leadership and Executive roles at multiple insurance carriers, agencies, and platform administrators. They have decades of experience working with some of the nation’s largest service industry employers and understand the unique needs of a variable hour workforce made up of part-time, hourly, and seasonal employees. Coterie Advisor’s unique and proprietary Affordability-Based Medical Plans (Fundamental Care) include fully-insured limited-benefit indemnity plans, level-funded limited-day plans, MEC, and MVP which solve real-world problems, make a meaningful difference in consumers' lives, and have a track record of being market-leading and market-changing. Their drive has helped thousands of employers and millions of individuals obtain quality, affordable care.

Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life. ___________________________ “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. Securities offered through Avantax Investment Services, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services and Avantax Planning Partners.

Collaboration Centric Solutions -It’s the core of what we do. Working together to fundamentally change the face of employee benefits consulting. Member firms joined forces for this sole purpose: strategic collaboration with our clients, carriers, and technology partners to create innovative product and service offerings that deliver greater quality and value. We represent a refreshing approach to the increasingly commoditized public firm strategy of consolidation nationally. While the majority of the marketplace is served by big box national firms with little ability to offer unique products and services, C2 member firms stay true to our independent roots, with global reach and local touch, in order to meet the increasing needs of our growing client base.

We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.