Our Blueprint process is a unique, strategic way of looking at your company’s benefits and identifying ways to maximize the Return on Investment (ROI) on the company’s budget allocated to employee benefits.
Most employers focus solely on the bottom line, or the total dollars spent to provide an attractive benefit package to their employees. We propose that this is a “false bottom line”; the “real bottom line” measures how effectively your company maximizes the benefits received from investing in your employees — for example, does your company create a high-value perception of the employee benefits offered? Does the program maximize employee retention? Are you educating employees on their role to keep health care costs down? Are you minimizing compliance risks?
At the end of the Blueprint process, you will have a strategic plan, or Blueprint, for maximizing the ROI of your benefit plans and encouraging your employees to become better stewards of their healthcare.
At the end of this process, the Blueprint is yours to keep, with no further obligations. If you would like to continue working with us as your trusted advisor, we will gladly welcome the opportunity to partner with you to effectively implement your new plan.
Financial Plaza
Address: 9140 West Dodge Road Suite 418 Omaha, NE 68114
Phone: 402-397-5800
Fax: 402-397-5424
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Disclaimer
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
Swartzbaugh-Farber & Associates, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Swartzbaugh-Farber & Associates, Inc. is independently owned and operated.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0C10869
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
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