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Our advisors provide a full range of investment and financial advisory services, including investment management and strategic asset allocation, retirement,estate and financial planning, business and executive benefit planning

Medical Advocacy

Medical AdvocacySatisfied with your current benefits program, but would like a service that helps limit employer liability, increases productivity, reduces claims costs, improves work/life balance, and extends benefits to all family members (including parents and in-laws)?

Medical advocacy services are a means of helping both employers and employees navigate the increasingly complex healthcare and insurance markets.

These services do not replace health insurance; rather, they provide assistance in:

  • Solving claims
  • Billing
  • Insurance and related administrative issues

Additionally, they:

  • Identify and help arrange appointments with specialist physicians and best-in-class medical institutions
  • Assist with coordinating complex clinical issues
  • Access community resources
  • Identify services that fall outside traditional health insurance coverage
  • Assist with health issues for members’ elderly parents

 

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