We lead people to financial security, and we do it at their place of business because most people do all their financial planning at work. People spend an average of seven minutes per year making their benefits decisions, so shouldn't it be easy to follow the path that's best? No matter your company size, as long as you care about the future of your employees, we want to hear from you!

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.

We offer health insurance benefits for the unique needs of today’s business world. The business world has changed dramatically. Small- and mid-sized companies continue to grow in numbers, accounting for more than one out of every three jobs in the US. Meanwhile, the landscape of international business is shifting. More and more companies − small and large − are sending their employees into foreign countries to open new markets or conduct business. A leading insurance brokerage, Total Benefit Solutions specializes in international health benefit plans that are flexible, portable and made to fit the unique needs of expat employees working in foreign countries or US-based employees of foreign companies. Our knowledgeable staff is also available to assist with health insurance plans for Washington, Alaska or Idaho - customized at different price points to meet the needs of small- to mid-sized businesses. Total Benefit Solutions works directly with brokers or producers providing an unparalleled level of service to support and grow your business. For more information on the right international or domestic group health plan for your client, or to request a custom quote, contact us today.

Sterling Seacrest Pritchard brings together three of the most trusted names in the insurance to create the largest privately held insurance brokerage in the Southeast. We service all your insurance, risk management, employee benefits, and surety needs through our team of 300 experienced professionals across eight office locations. Over the years we have focused on creating a culture of empowerment, teamwork and success that has attracted the top talent in the industry- something we are very proud of.

Peachtree Planning specializes in providing financial knowledge and solutions to individuals and business owners. We develop, implement and utilize financial strategies to help maximize our clients’ time and money. Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm has served the Southeast since its inception in 1987, with a strategy of helping clients with a proven financial planning process rather than just selling financial products. Today, Peachtree Planning is recognized as one of the premier organizations in the country focusing on providing winning financial strategies for its individual and business clients. Peachtree Planning can help you implement and manage the various financial components to turn your vision into reality. Congratulations to Peachtree Planning Corporation on being named an AJC's "Top Small Business Workplace"​! - April 17, 2021 Peachtree Planning of Georgia, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Road Atlanta, GA 30342, ph# 404.260.1600, PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2022-137427 Exp. 5/24

Since our formation in 2009, PointeNorth has grown to be one of the largest independent insurance agencies in Atlanta. We offer a broad collection of personal, commercial and employee benefit insurance solutions. Our foundation is built on seven pillars that guide us in everything we do. These values shape our culture and drive us forward: Teamwork: Together, we achieve more. Collaboration fuels our innovation and propels us towards our shared goals. Service: We're dedicated to serving our customers with excellence, going above and beyond to meet their needs and exceed their expectations. Creativity: Innovation is key. We embrace fresh perspectives and creative solutions to tackle challenges head-on. Integrity: Trust is paramount. We conduct ourselves with honesty, transparency, and ethical principles in all our interactions. Humility: We celebrate our successes while staying grounded. Humility reminds us that there's always room to learn, grow, and improve. Rewarding Work Environment: Every team member matters. We cultivate an environment where everyone feels valued, empowered, and inspired to do their best work. Community Involvement: We believe in giving back. Whether it's through volunteering, charitable initiatives, or supporting local causes, we're committed to making a positive impact in our communities.

The Sanford Agency was founded in 2002 and is an independent insurance group in Macon, Georgia. We can help you with all of your insurance needs, from auto insurance to umbrella insurance. Because we are an independent company, we’ll shop your coverage to find you the best insurance for the best price. Since we are an independent agency and represent numerous insurance companies, we are able to shop your coverage in an effort to find the best price on the specific types of insurance that you need. Additionally, our company offers a multitude of insurance types within personal insurance and commercial insurance. We truly are a one-stop-shop for any insurance need you or your business may have. Due to our independent status and the many types of insurance we offer, Sanford is uniquely positioned to match you with the insurance you require at a great price. Our team is dedicated to providing clients with unmatched, highly-personalized service. Sanford Insurance is not like the traditional call-center insurance agencies that many people are used to – a real person will answer the phone when you call us and you will speak with a dedicated member of our team who knows you and is committed to helping you. We value integrity and compassion here at Sanford, and our agents strive to find the best solutions for our clients’ insurance needs. The Sanford Insurance team has several hundred years of collective experience. Many of our agents are from Macon and know the area very well. When you choose to work with Sanford, you will be choosing neighbors who are highly experienced and strive every day to make sure that you get the coverage you need. When the Sanford Agency was first formed, we were working with captive insurers in the Cayman Islands. The sea turtle is revered and protected in the Cayman Islands similar to the bald eagle here in the United States. Because of our company’s ties to the Caymans, Sanford adopted the sea turtle as its mascot.

Nestled in the vibrant city of Macon, GA, Tolbert and Associates stand as a prominent insurance broker, commanding a larger office that embodies a commitment to excellence. Specializing in the intricacies of medical and ancillary benefits, this seasoned brokerage firm boasts substantial expertise in navigating the diverse landscape of local and regional employers. Tolbert and Associates have cultivated strong partnerships with key players in the automobile dealers industry, showcasing their prowess in tailoring benefits solutions to meet the unique needs of businesses. Notable clients such as Hutchinson Automotive, Macon-Bibb County Eoc, and Southern Automotive, each with participant numbers exceeding 70, underscore the broker's adept handling of complexities within the automobile dealers sector. Operating under the umbrella of a local brokerage firm, Tolbert and Associates seamlessly integrate themselves into the fabric of Macon's business community. This affiliation not only emphasizes their commitment to local insight but also positions them as a reliable partner for employers seeking tailored solutions. With a track record that extends beyond large enterprises, Tolbert and Associates demonstrate a keen understanding of the nuanced needs of small employers. For Macon-based businesses seeking a proficient and locally attuned insurance broker, Tolbert and Associates emerge as a strategic ally in navigating the intricacies of employee benefits.

With insurance and risk management, you need more than the best rate and the best policy; you need the best partner. Pritchard & Jerden has you covered. We’re about more than just policies, which makes us unique in our space. And our longstanding history in the industry allows us to deliver the best products and the best experiences. Whether that involves an engaging consultation, a P&J workplace “perk,” or our wealth of industry knowledge. Join us, hire us, or simply get to know us. www.pjins.com

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Houze & Associates, situated in the heart of LaGrange, GA, stands as a vital player in the insurance landscape, specifically catering to the diverse needs of employer benefits buyers. As a cornerstone of the local community, this branch is proud to be an integral part of a respected local brokerage firm, demonstrating a deep understanding of the region's unique dynamics. Boasting a rich tapestry of insurance solutions, Houze & Associates offers a comprehensive suite of services tailored to meet the intricate demands of employer benefits. Their commitment to personalized service is evident in their locally rooted approach, fostering strong relationships with clients. With a strategic blend of experience and innovation, the LaGrange office navigates the ever-evolving insurance landscape with finesse. Whether it's health, dental, or retirement plans, Houze & Associates prides itself on providing bespoke solutions that align with the specific needs of businesses in the community. In the bustling hub of LaGrange, where the business landscape is as diverse as the people it serves, Houze & Associates distinguishes itself by delivering not just insurance but peace of mind. The team's dedication to staying abreast of industry trends ensures that employers can trust them to navigate the complexities of benefits packages, making this branch a reliable ally for businesses seeking comprehensive insurance solutions.

Gada Insurance, situated in Atlanta, GA, operates from a substantial office, reflecting its stature as a prominent player in the insurance brokerage arena. With a proven track record, this location is adept at catering to a diverse clientele, showcasing a wealth of experience in handling self-funded clients. Their expertise extends seamlessly to both local and regional employers, making them a reliable choice for businesses of various scales. This dynamic office's portfolio includes successful collaborations with notable clients such as Krause Auto Group, a leader in the motor vehicle and motor vehicle parts and supplies merchant wholesalers industry with over 50 participants. Additionally, they have forged strong partnerships with Landmark Automotive Group and Milton Ruben Chev, both prominent players in the automobile dealers industry, each boasting over 170 participants. As part of a respected local brokerage firm, Gada Insurance's Atlanta branch stands out for its extensive knowledge in the automobile dealers and motor vehicle industries. Their demonstrated proficiency with midsize and small employers underscores their adaptability and commitment to providing tailored solutions. Employers evaluating this office can rely on Gada Insurance's proven experience and local market insight for comprehensive and effective insurance solutions.