Optimized Benefits


Financial Services

About Us

Has your Financial Advisor taught you how to do the Math? Do you know how to calculate your risk and exposure or how to maximize the use of every dollar?

Optimized Benefits is a Boutique Agency dedicated to providing smart solutions for Business Owners to help them manage hidden and direct expenses associated with Benefit Plans.

We help small and mid-size business owners as well as individual entrepreneurs. We focus on designing benefits plans that address and fit your companies specific requirements. We provide information, insight and solutions to the ever challenging landscape of Employee Benefits. We help maximize Benefits while reducing expenses.

We are licensed Financial Advisors. We are a Financial Resource for you and all of your Employees. We provide personal attention to every detail of plan, from evaluating the right combination of benefits to walking you through a process. We are with you every step of the way. We will know you and you will know us!