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Our Story

Benefits Planners was formed in 2016 by industry leaders who wanted to provide more than the average annual insurance review.  We found that many employers were getting standardized plans and very little day-to-day service.  Our mission quickly became to approach our clients with fully customizable services - ranging from fully technological to basic paper. We allow our clients to lead the decision on how to best engage their employees and personalize the delivery.


We have over 30 years of industry experience and specialize specifically in Employee Benefits for small to mid-sized companies in over 15 states. 

Benefits Planners is an independent benefits firm. We work for our clients, not the insurance companies. 

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