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Employee Benefits & Consulting

If your question is employee benefits related…we’ll handle it!

Creative Planning Benefits, LLC is a full-service employee benefits brokerage and consulting firm.

We combine the systems and technical expertise of a large national firm with the hands-on customer service of a local business partner.

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UBA Partner Firm

Shared Wisdom.
Powerful Results.

Creative Planning proudly partners with UBA, one of the most trusted sources for employee benefit consulting nationally.

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National & Regional Benchmarking

Know how your benefits and pricing compare to the rest of the market.

Knowing is essential to building a competitive benefits portfolio. Through our affiliation with United Benefit Advisors (UBA), Creative Planning Benefits, LLC has developed a proprietary benchmark database for our clients. This includes national benchmarking allowing our clients to stay competitive across the country.

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ROI Strategy

Understanding your return on investment regarding your employee benefits package is a must!

With employee benefits high on every businesses expense list, we feel that maximizing the return on your investment is critical. Creative Planning Benefits, LLC will work with you on several key performance indicators to help customize an ROI strategy that meets your company’s short and long-term goals.

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HR Consulting

As your business grows, your challenges multiply…

Attracting and retaining key employees, keeping up with state and federal laws and handling a myriad of other administrative duties is part of running a successful business. You don’t have to tackle these issues alone. Through Creative Planning Benefits, LLC we can help you with:

  • Human Resource Audit
  • Phone Consultations
  • Termination Support & Protection
  • Handbook Review
  • Online Training Courses
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Our service, combined with cutting-edge technologies, empowers us to deliver . . .

. . . exceptional solutions that simplify administration while engaging and incentivizing employees to lower healthcare costs. With the option for a completely paperless process, our customizable and secure cloud-based benefits platform helps employees easily navigate enrollment and gives them instant access to their benefits through a mobile app that also features helpful tools to support their health care decisions.

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Employee Advocacy

Insurance can be confusing!

At Creative Planning Benefits, LLC, we strive to assist employees with the complexities of all their employee benefits. By helping employees better understand their coverage, and how to effectively use them, we hope to have a better overall satisfaction with each unique benefit portfolio. Our goal is to help all employees become better and more knowledgeable consumers.

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Questions about Property & Casualty or 401(k)?
We can help!

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