Our story
Benegenie provides insightful and impactful benefits consulting services to organizations of all sizes. An important component of any successful business is employing the right personnel.
Attracting and maintaining top talent requires an investment from the business, which Benegenie will help you to stretch the farthest.
Offering an enticing employee benefits program will help to make employees feel more motivated and secure. A stable workforce will help your company to grow while also ensuring its longevity.
Our mission is to help clients take advantage of our holistic approach to benefits Planning. It is our belief that through holistic advice, Jonathan as your advisor can develop strong, long-lasting relationships.
“Employees who believe that management is concerned about them as a whole person – not just an employee – are more productive, more satisfied, more fulfilled. Satisfied employees mean satisfied customers, which leads to profitability.” - Anne M. Mulcahy
benefits consulting
a client focus broker
driven solutions
Arguably, the most important component of an effective strategy to recruit and retain employees is offering a benefits package that is both appealing to employees and economical for employers.
The Benegenie process enables business owners to better understand how their benefits package is performing and how it compares to those of their competitors.
When executed correctly, this process can equip employers with the information they need to strategically reduce costs, improve operations, and make plan adjustments.
What we do
We define how we conduct business. No matter the size of your business, your workforce, or your revenues, we will treat you the way you deserve to be treated: with integrity.
We believe:
Simply, we work with each client to help develop, implement
and maintain a relevant and comprehensive strategy,
assisting clients to create the most appropriate benefits package tailored to their unique workforce needs.
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People come first.
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In being an advocate for our clients.
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In accountability.
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Responsiveness is of utmost importance.
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In Going Above and Beyond
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In making the complex easy to understand.
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The best way isn’t the easy way.
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Continually Improve.
our firm profile:
2015
founded
19 years
experience
Our Core Values
We have three core values that form the basis for everything we do
01
Independent
A boutique financial services firm.
Our firm is independent, so our loyalty belongs exclusively to our clients.
Our independence enables us to establish working relationships with a number of industry-leading firms and insurance providers whose products we can leverage to help create customized client portfolios.
We recommend only those products and services that can be tailored to suit our clients' unique needs.
02
Integrated
Managing your financial affairs with a comprehensive approach
Extensive business experience — Access to resources to complement all financial advice with a piece of vast knowledge
in all phases of financial planning.
Multi-discipline — Our services extend beyond providing
access to fee-based financial planning and investment advisory services through Eagle Strategies LLC, in addition, includes business planning and corporate benefits solutions.
03
Teamwork
Full access to a long-standing team of professionals with rich business backgrounds
Coordinating with your other professionals — Accountants, Estate Attorneys, Tax Professionals, Insurance Agents, and
other professionals necessary to coordinate the best service and advice for our clients.
Access to resources — The support of an array of support services from our strategic partners