Jackie & Jim have been assisting business owners with their employee benefit plans for more than 20 years.

We work with more than 30 companies and general agencies in California that serve the small to mid-size business market.

We pride ourselves for generating loyalty with our business owner clients, many who have worked with us for 10 or more years.  Want to check our references? Please give us a call or email us and we will put you in touch with some of our clients.

Health Savings Accounts

Pay medical expenses with income tax free dollars saving 20%, 30%, 40% or more...with the blessing of the IRS!