Since open enrollment for airline and military benefits is only available for a short period of time each year, they require thoughtful consideration. Without looking at your overall financial plan and what you own outside of the company, you could be making decisions in a vacuum.

Every year, we make ourselves available to discuss your options and advise you in the context of your goals and overall plan. We’ll help you understand what benefits you may want to accept or decline. This is especially critical when you get a new contract.