Personal and Corporate Benefit Planning

The Aldrich Group of Companies includes a Top 100 Accounting Firm nationally providing tax, advisory, and consulting services to businesses and individuals. Working closely with businesses, business owners, and individuals, The Aldrich Group of Companies manages financial, wealth, tax, benefits, and business transition strategies. We serve clients with deep industry expertise in construction, manufacturing, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness, real estate, and a variety of privately held companies and individual clients. The Aldrich Group includes the following professional services firms: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, and Aldrich Capital Advisors LP.

Welcome to Johnson Benefit Planning in Bend, Oregon, where expertise meets tailored solutions for employer benefits. Specializing in medical and ancillary benefits, this office boasts a commendable track record of serving local and regional employers. Their in-depth understanding of the Bend business landscape ensures that clients receive personalized and effective benefit packages. One standout feature of Johnson Benefit Planning is their notable client, Northwest Wood Products, a key player in the wood product manufacturing industry. With over 1100 participants, Johnson Benefit Planning has successfully addressed the unique needs of this thriving organization, showcasing their ability to navigate and cater to the specific challenges within the sector. As part of a local brokerage firm, this office fosters a community-oriented approach, strengthening connections with clients and understanding the distinct requirements of the region. The team at Johnson Benefit Planning, Bend, excels in crafting comprehensive benefits strategies, providing valuable support for employers seeking to enhance the well-being of their workforce. In a market saturated with choices, Johnson Benefit Planning in Bend, OR, stands out for its local focus, industry-specific expertise, and commitment to delivering top-tier services to employers of all sizes.

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Since 1947, Hart Insurance Agency has devoted its knowledge and combined experience in the industry to deliver quality insurance products to individuals and businesses in Grants Pass and Medford, and throughout Southern Oregon. Our trusted insurance professionals are here to help you with every step of the insurance process and can design a personal or commercial insurance policy to fit your needs. With Hart Insurance Agency, our friendly staff will work with you on a one-on-one basis to develop not only the right policy, but a lasting relationship. When you work with Hart Insurance Agency, you’ll experience the quality service and attention to detail that you can only find with an independent insurance agency. Our professional and dedicated staff has earned the respect of our clients as well as the companies we represent. We have dedicated professionals that specialize in commercial insurance, personal insurance, employee benefits, and individual life and health. We are not just agents who focus on policies and prices, but people from our community who can assist you in determining what you need to insure your family, protect your assets, or meet your business goals.

At DDI Benefits we’re agents for change, with an innovative, forward-looking approach to health and wellness benefits design. As a locally-owned employee benefits insurance firm, we know the landscape here, creating innovative customized employee benefits solutions to small and large companies, as well as individuals and families throughout the Northwest. We have the expertise and experience of a large company, with the personal service, flexibility and accessibility of an independent agency. And we have the resources to help ease the pain of employee benefits costs, allowing us to help our clients find the right plan, with the right features at the right price. At DDI, we have a commitment to service and dedication to our clients’ best interests that benefits not just our clients, but the people who work for them.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

Valley Insurance Professionals, located in Salem, OR, stands out as a trusted insurance broker specializing in employer benefits for local and regional businesses. With a focus on medical and ancillary benefits, this office exhibits a commendable track record of serving the unique needs of employers in the area. Their expertise extends across various industries, with a notable stronghold in educational services. One of Valley Insurance Professionals' key strengths lies in their partnership with Seiu Local 503 Oregon Public Employees Union, a prominent entity in the educational services industry. Catering to the specific requirements of this union with over 14,410 participants, the broker has demonstrated its ability to navigate the complexities of the sector successfully. This achievement reflects their commitment to understanding and addressing the diverse needs of organizations within the educational services industry. As part of a local brokerage firm, Valley Insurance Professionals brings a personalized touch to their services. Their engagement with a range of local and regional employers showcases a deep understanding of the unique challenges and opportunities present in the Salem, OR business landscape. With a proven track record and a focus on client satisfaction, Valley Insurance Professionals emerges as a reliable partner for employers seeking comprehensive and tailored insurance solutions in the region.

Through our consulting, insurance, and financial services, The Partners Group has been making a difference in our local communities since 1981. We’re a partner that helps individuals and businesses solve problems and grow by building custom strategies that discover, protect, and enhance the future. Being a true partner means creating solutions that are a win for all. It means investing in relationships and always seeking to learn more. We ask a lot of questions, and we listen hard to your answers. We also believe in having fun! We balance hard work with laughter, and at the end of the day, we do what we say we’re going to do. As one of the largest independent firms in the Northwest, it also means being your single resource. We offer the One Partner Advantage. Choose a trusted team that understands how your insurance and financial needs fit into your plan. We provide strategic long-term solutions to build up and safeguard your future. Advisory services offered through TPG Financial Advisors, LLC, an SEC-Registered Investment Advisor and a wholly owned subsidiary of The Partners Group, LLC.

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.

As business leaders and individuals must do more with less and navigate uncharted obstacles, Newfront is the modern insurance brokerage with industry-leading expertise, transformative technology and client-centric, scalable solutions, helping our clients mitigate risk, elevate their employee experience and forge their path to profitable growth. We are de-risking human progress while enabling our clients to pursue their world-changing visions with confidence.