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Getting Coffee

Advisor Consulting

Committed to Supporting Your Excellence

We are tired of the co-broker model or the General Agent/Managing General Agent model which feels too much like people peddling products on advisors instead of being a subject matter expert that's available when they need it. So that's what we aim to do.


We know that many of our advisor/consultant clients have expertise in certain things. We know your goal is to offer comprehensive, full-service solutions to your clients. Sometimes you may feel like you need a little extra support or an extra set of eyes on some aspects of the business such as stop loss or vendor management.

We are here to provide expertise and advising in any area we can. Many of our advisor clients come to us for coaching or short-term operations consulting.


We are here to help and the conversation is not focused on how we make money off what you do.

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