Holmes Shaw Agency, a reputable local insurance broker based in Marietta, Georgia, operates with a focus on serving clients of large, midsize, and small employers. Their office in Marietta has successfully partnered with United Bank, a 190-member employer in the depository credit intermediation industry. Holmes Shaw Agency collaborated closely with United Bank's HR and finance team to establish a self-funding arrangement tailored to meet the unique needs of their members. With their extensive experience in working with self-funded employers, Holmes Shaw Agency brings valuable expertise to their clients. They have a proven track record of delivering effective solutions that align with their clients' financial goals and requirements. Holmes Shaw Agency caters to a diverse range of employer clients in Marietta, Georgia. Notable clients include Mauldin & Jenkins, CPAs & Advisors, Pinnacle Bank, BankSouth, and BankSouth Mortgage. Their strong industry knowledge and experience across client sizes and sectors have contributed to their favorable M Score, indicating their commitment to excellence and depth of expertise. Specializing in industries such as depository credit intermediation, services (except public administration), and accounting, tax preparation, bookkeeping, and payroll services, Holmes Shaw Agency possesses strong domain expertise in these sectors. Clients can rely on Holmes Shaw Agency's localized presence and industry knowledge to provide comprehensive insurance solutions. Their commitment to understanding their clients' unique needs enables them to deliver tailored plans and services that meet their specific requirements. As a trusted insurance broker in Marietta, Georgia, Holmes Shaw Agency continues to serve clients in Tennessee and beyond, offering strategic insurance solutions backed by their extensive expertise and personalized service.

Totem, situated in the dynamic city of Atlanta, GA, operates as a substantial and knowledgeable insurance broker with a larger office, specializing in providing comprehensive benefits solutions. As a part of a local brokerage firm, this office location demonstrates a commitment to understanding and addressing the unique needs of local and regional employers. One of Totem's key strengths lies in its significant experience working with self-funded clients, positioning them as a valuable resource for employers seeking tailored insights into benefits planning and management. This expertise is evident in successful collaborations with top clients such as Jim Ellis Atlanta in the automobile dealers industry, Medicus It in computer systems design and related services, and Elmet Technologies in the nonferrous metal industry. These partnerships, with participant numbers ranging from 120 to 1120+, showcase Totem's versatility and ability to navigate the intricacies of various industries, including computer systems design, automobile dealers, and specialty food retailers. With demonstrated experience working with midsize employers, Totem in Atlanta stands out as a reliable and knowledgeable partner, capable of providing effective benefits packages tailored to the unique needs of businesses in the diverse Atlanta business landscape.

Higginbotham is a single source solution for insurance, financial and HR/employee benefits services. The employee-owned firm was established in 1948 and ranks by revenue today as the nation’s 21st largest independent insurance brokerage. Based in Fort Worth, Texas, Higginbotham serves businesses and individuals through locations across the nation. The firm specializes in tailoring programs to meet each client’s unique needs, and in standing by those programs with their Day Two Services®, which provide proactive customer support through the life of each policy. Higginbotham is a values-driven firm that strives to be family to employees, accountable to clients, teammates to carriers, and generous to communities.

Group Risk Specialists, Inc. is an independent General Agency specializing in the marketing of group Dental, Life, STD, LTD, Retiree Buyout, Pension Buyout, Critical Illness, Cancer, Accident, IDI and Limited Medical plans. Group Risk Specialists also markets Digital Health programs through it's internal company, FlexCare Digital Health.

For decades, Summit Legacy, LLC has been listening to clients and developing insurance and estate planning solutions customized to their unique and changing needs. *Securities are offered through Lion Street Financial, LLC(512.776.8400). member FINRA, SIPC. Lion Street Financial, LLC is not affiliated and does not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile dies not necessarily indicate that this Financial Professional can transact business in your state.

Running a successful business takes your full time and attention! Utilizing valuable company resources to contend with personnel issues and employment administration does nothing to add to your productivity or your bottom line. Wouldn’t it be nice to focus on your business and pass this administrative burden off to someone else? There is a better way… OneSource PEO! OneSource PEO was established in 1997 with the goal of helping small businesses thrive. Headquartered in metropolitan Atlanta, we take pride in looking for every opportunity to go above and beyond for our clients. A professional employer organization provides comprehensive HR services for small to mid-size businesses. By partnering with a PEO it allows clients to focus on their core business versus constant HR functions. According to the National Association of PEOs, or NAPEO, the annual return on investment or overall cost savings is conservatively estimated at 27.2% annually, along with the growth factor of an additional 7%-9% over comparable small businesses that do not use a PEO. OneSource provides employers with a customized solution designed to fit their needs. Our integrated services allow employers to eliminate the complexities and administrative burdens of having employees, which frees up more time to focus on the true needs of your business.

Alexander & Company specializes in employee benefits and investment brokerage and consultation for the public sector. The majority of our clients are public school systems, although we also service local governments on the city, county and state level. Our philosophy follows the six steps of financial planning in order to help the employees we serve to properly insure their health, incomes, lives and retirement first and foremost. This very simple principle, coupled with a strong sense of ethics in an industry that is often maligned - with good reason - immediately sets us apart.