Since 1995, Secura Consultants has engaged in one mission, to provide the best products, the most creative solutions and top tier service to the advisors who entrust their clients to us! We specialize in consultative engagements with advisors assisting in the placement of high-quality individual and disability income protection solutions. Secura Consultants is also a NAPFA Resource Partner.

Phillip James Financial is an independent, fee-only financial planning & investment management company in Plymouth Minnesota. We were founded with the idea of bringing fee-only financial planning and investment advisory services to individuals and families which historically has been restricted to the very wealthy due to high minimum fees. We believe that the fee-only model offers a better alternative to the traditional broker/dealer model by removing the inherent conflict of interest that can be associated with selling commissioned based products. Everyone deserves sound advice when it comes to their investments that are aligned with their goals and not those of the broker. As a fee-only firm we do not receive commissions from investment companies, we are paid only by our clients. This fee structure has many advantages. It’s simple, transparent, and easy to understand. It also gives your advisor an incentive to grow your assets—when you succeed, your advisor succeeds. Whether you have just started saving or you are preparing for retirement, Phillip James wants to make sure you achieve your financial needs and goals. Website: http://phillipjamesfinancial.com Phone: (763) 432-0852 Fax: (763) 390-0023

The Horton Group, a Marsh & McLennan Agency LLC company, is a full-service brokerage offering business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals nationwide.

Ross Nesbit Agencies, Inc., situated in the thriving business hub of Minneapolis, MN, operates a larger office that stands as a testament to their robust presence and capability in the insurance brokerage landscape. Specializing in serving local and regional employers, this office boasts significant experience with midsize and small enterprises alike. Their expertise extends to various industries, with a particular focus on furniture and related product manufacturing, home health care services, and general freight trucking. Notably, their diverse portfolio includes successful collaborations with esteemed clients such as Accurate Management Services in home health care services (130+ participants), Blu Dot Manufacturing in furniture manufacturing (180+ participants), and Long Haul Trucking in general freight trucking (130+ participants). This diverse client base showcases the agency's versatility and adaptability in meeting the unique needs of different sectors. As a proud member of a local brokerage firm, Ross Nesbit Agencies, Inc. leverages its connections to provide tailored insurance solutions. Their strengths lie in supporting self-funded clients, reflecting their commitment to innovative approaches in meeting the evolving needs of businesses. With a track record that underscores their proficiency and reliability, this office is a strategic partner for employers seeking comprehensive and customized insurance solutions in the Minneapolis area.

Our Risk and Benefit Advisors will take the time to understand the needs of your family and/or your business and match the proper coverage to those needs. Part of understanding those needs is also recommending insurance coverage in areas you may not have identified as a potential risk. Once we understand your needs we will use every resource to secure the proper insurance coverage at the most competitive prices available. We only represent companies we feel offer top notch service and claims handling. Whether you need to make an insurance policy change, have a question about billing or need to report a claim our account representatives are the best in business and will handle your request professionally and quickly. Our website is also available 24/7 to accommodate your busy schedule. No matter what your insurance need or question we invite you to experience an exceptional level of customer service.

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.

The JA Counter mission is to provide exceptional service to our clients as we provide innovative, customized solutions, education, knowledge, and resources delivered with integrity and professionalism. We strive to be the first choice for employers and individuals by providing innovative, customized solutions that look to maximize their financial and personal well being. Count On Us: ***Recognition among employers, health plan administrators, consultant and advisers as a leading regional consulting firm focused on employee benefits; bringing our clients first-to-market information and influencing carriers and partners based on the needs of our clients ***Excellence in deploying plan management strategies including wellness programs, employee education (focused on why) and strong communications. ***Process expertise in the execution of developing long-term partnerships with carriers that ultimately benefit the client and making a successful transition to new carriers when needed. ***Experience with fully insured, alternate funding, self-funding and captive arrangements in varying forms of construct, providing many different strategic options for clients. ***Collaborative, partnership approach and the ability to effectively manage a detailed project plan. ***Nimble and responsive to the needs of our clients, unencumbered by corporate directive, internal bureaucracy or interference from outside influences or shareholders. Our Expertise: ***With JA Counter you will experience the intimacy and client service of a local, boutique firm paired with the expansive resources and tools of a national firm. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and JACounter are not affiliated. FINRA – www.finra.org; SIPC – www.sipc.org

Mayer Insurance Agency is a top Independent Insurance Agency located in the Twin Cities (Apple Valley, MN). For over 30 years, we have been serving our clients by providing them competitive and comprehensive personal and commercial insurance coverage. Whether you need insurance for your home, car, or business we have you covered with the top insurance carriers available.

Korn Ferry Sp LLC, headquartered in Minneapolis, MN, stands as a distinguished local employee benefits broker, committed to delivering customized solutions that align with the unique needs of each client. With a notable client roster including CENTRAL MAINE HEALTHCARE CORPORATION, they have demonstrated expertise in navigating the complex landscape of employee benefits. Their approach is characterized by a deep understanding of the challenges businesses face, ensuring that their clients receive not only the most effective benefits packages but also guidance that fosters a healthier, more satisfied workforce. The team at Korn Ferry Sp LLC prides itself on its hands-on service and ability to build lasting relationships, making them a trusted partner in the realm of employee benefits. Their dedication to excellence and client satisfaction sets them apart, making them a go-to for businesses seeking comprehensive and tailored employee benefits solutions.

Group Solutions, located in Minneapolis, MN, boasts a sizable office equipped to cater to the diverse needs of employers seeking comprehensive insurance solutions. With a proven track record, this local brokerage firm stands out for its extensive experience working with self-funded clients, providing adept support to both local and regional employers. Their expertise spans various industries, including beer, wine, and distilled alcoholic beverage merchant wholesalers, rail transportation, and electrical equipment manufacturing. Notable clients such as 7G Distributing, a leader in the beer, wine, and distilled alcoholic beverage merchant wholesalers sector with 150+ participants, Bmc Aggregates LC in nonmetallic mineral mining and quarrying with 160+ participants, and Bodine Electric Company in electrical equipment manufacturing with 240+ participants, underscore the broker's ability to navigate the intricacies of diverse industries. This office stands out for its significant experience in serving midsize and large employers, showcasing a nuanced understanding of the distinct challenges and opportunities inherent in both segments. Group Solutions in Minneapolis, MN, is synonymous with tailored insurance solutions, leveraging its local presence and industry-specific expertise to empower employers in safeguarding their workforce and enhancing overall well-being.