Our national organization has provided services to many large companies and non-profits (partial list below). We also serve hundreds of smaller organizations including many in Maine.

SELECTED NATIONWIDE REFERENCES:

• KeyCorp
• McDonald Financial Group
• Union Bank of California
• NRL Federal Credit Union
• National Network of Estate Planning Attorneys
• Free Masons & Shriners
• Swedish Medical Center
• Farmington Enrollment Group
• Trinity Hospital
• Williams, Kastner and Gibbs PLLC
• AON Consulting
• Stetson University
• National Benefits Group of America
• Stevens Hospital
• United Methodist Association UMA
• Interim Healthcare
• ClearPoint
• Ohio Bankers League-Pioneer Bank
• University of New England
• Financial Planning Association
• Morgan Keegan
• Competitive Benefits Association
• Oxford Network
• Central Maine Medical Center
• JSA Architects
• Bergen & Parkinson, LLC
• BrookStreet Securities
• Weyerhaeuser

> CLICK HERE to contact us with questions about your specific situation.