Employee Benefit Services

Benefits Consulting

Heritage Financial Consultants partner, Heritage Benefits, utilizes strategic relationships with carriers, technology vendors and administrators, which allow us to focus on the needs of our customers. Our mission is to deliver the most efficient, fiscally responsible benefit program to every relationship. We want to be sure your benefits and human resource goals fit your strategic business goal. We help examine where your company would like to be in the future and how to get there through:

Benefits Consulting and Administration

  • Strategic Benefit Planning and Management
    • Plan Design Analysis and Consulting
    • Alternative Funding Arrangements
    • Contribution Strategies
    • Request for Proposal & Vendor Selection
    • Quarterly Financial Benefits Review
  • Dedicated Account Manager & Service Team
  • Risk Management
  • Strategic Wellness Solutions
  • Eligibility Management

Human Resources Consulting

  • HR Compliance Audit
  • Employee Handbook Review
  • Policy/Procedure Review
  • Employee Relations
  • HRMS/Payroll and Benefits Management


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