About Us

At Pacific Benefit Planners, we design and manage employee benefit programs for companies. Our mission is to meet the employee benefit needs of employers and

About Us
Pacific Benefit Planners is an insurance agency with over seventy five years of financial expertise working with groups and individuals offering them our knowledge as it relates to their employee benefits and financial planning.

Practice Areas
Our areas of practice are:

• Core Group Benefits that include health, dental, life, short term disability, long term disability, and long term care;
• Added Core Benefits that include Section 125K flexible spending account, 401(k) retirement plans, voluntary plans, and Wellness/EAP programs;
• Alternative Core Benefits that include self-funded programs, Health Savings Accounts, Health Reimbursement Arrangements
• Business Strategies that include deferred compensation plans; Executive disability, Special Employee Incentive programs that are selective executive retirement plans, and key person insurance;
• Financial Services to include Investment Advisory services, Financial Planning, Estate Planning, and Wealth Management for individuals and families.
• Business Development Consulting and Strategic Planning that include short and long term goal planning, aligning business with goals, enhancing productivity & profit, adjusting to changing environment, and planning for business continuation.

Our Clients

Our clients are organizations and individuals who seek individualized, creative consulting in matters of Employee Benefits, Financial Services, and Strategic Business Planning. They value service and responsiveness and are interested in having a business partner that takes a vested interest in the risk and rewards of their success.

Our Firm

At Pacific Benefit Planners we are energetic, talented entrepreneurs who want to develop a practice and make a personal contribution as part of a successful team. We look at what our clients see as their big picture. We make sure that all of the details are taken care to assure that our clients reach their end goals.

Pacific Benefit Planners

Pacific Benefit Planners has a long history of partnering with business entities and individuals of all kinds to help them achieve their financial goals and objectives. From the individual to small and large companies, our clients look to us for assistance in virtually all stages of growth. We continue to believe that our success stems from our ability to know and respond to our clients’ unique individual or business needs, and to provide prompt and practical solutions suited to each of our client’s goals and objectives.

Diverse Expertise

Business clients must be able to rely on counsel to provide ready assistance on the numerous issues a successful company faces each day. Individuals need to know that they are being listened to and that their personal goals and objectives for their financial future are being taken care of.

Managing Change

Rapid and drastic change is the rule in today’s commercial environment as business entities look at ways to better meet the needs of an ever-evolving marketplace. Individuals and families are becoming increasingly more aware of the different changes that are happening in the financial market place and are taking a more active role in securing their financial future. Assisting our clients in managing these types of changes is one of our particular strengths. We have a long history of representing clients in all types of strategic relationships.

We Understand Business

At Pacific Benefit Planners, we understand businesses face multi-faceted problems. What may seem like an ordinary business transaction can have significant impact in all areas of business operations. In addressing our business clients’ needs, we consult with individuals and organizations with expertise outside of our areas of expertise so we can work with our business clients to make sure their companies are operating efficiently and meeting objectives effectively.

Clients Rely on Pacific Benefit Planners Because We Are

• Dedicated to helping our clients fashion creative and cost-effective solutions and strategies in the context of Employee Benefits, Financial Services and Strategic Business Planning.
• Proactive and responsive in meeting our clients’ needs.
• Knowledgeable about a broad range of industries, specialized business interests, and products.
• Highly skilled in many areas, enabling us to assist clients in multiple facets of their operations.

Pacific Benefit Planners is a leader in our industry. Pacific Benefit Planners is also a dedicated contributor to the local community. We are active in community service, business and professional associations and provide sponsorships and volunteer services to many community programs. At Pacific Benefit Planners, our approach to serving clients includes serving the community.

We Are Part of Your Team

We work with each client to create a team that provides the necessary and appropriate expertise, while involving those members of our group who best complement the skills already available to the client. In this way, clients have the choice of using as much or as little as needed of the breadth of experience available from Pacific Benefit Planners.

While one person provides a central point of communication with the client to ensure proper responsiveness and effective use of our group, all members of Pacific Benefit Planners can assist a client in getting answers to questions and resolving problems. This approach ensures that work is conducted in an efficient time span and responses are timely.

Creative Strategies

Approaching each client with the understanding that their needs, interests, goals and objectives are different allows us to create custom financial and benefit strategies that result in achieving what the client wants. We don’t believe the “cookie cutter” or “one size fits all” theories meets the needs of our clients. Making sure that we have current knowledge of issues and products allows us to continually develop custom strategies that get the best results for our clients.
Why Pacific Benefit Planners

Since 1989, Pacific Benefit Planners has built a reputation as a formidable force in the Northwest as a financial firm specializing in Employee Benefits, Financial Services, and Strategic Business Planning. Every day we are trusted with challenges that shape company and personal futures and we respect the importance of doing the right things as well as doing things right. Our clients enjoy and respect the confidence that comes in knowing that Pacific Benefit Planners will do the very best job for them.

Right Sized

With our Senior Principals and Principal members supported by staff specialists with backgrounds in research and technology, Pacific Benefit Planners brings leading-edge knowledge to every client interaction.

Big Enough

• The depth and breadth of our knowledge and business experience allows us to immediately access information that can be vital to our clients needs.
• We have the resources, knowledge, and experience to not be over shadowed by any other financial firm like ours.
• Working as a team allows us to quickly respond to the needs of our clients - efficiently providing our clients with the best answer, plan, and solutions.

Small Enough

• We can change directions easily and promptly as our clients face new challenges.
• We know what it means to be a client service oriented financial company.
• We understand the importance of being accessible to our clients.

Ongoing and concise communication from Pacific Benefit Planners will help you stay “in the loop” and enable you to understand new issues as they arise.

Services We Provide

As a company with more than seventy five years of combined experience, specializing in employee benefits and client services, we pride ourselves on working with companies to offer them top notch service and representation for their employee benefits. Client service is the foundation for Pacific Benefit Planners’ business.

The core services we provide are:

• Assistance with Employee Benefit plan design and implementation tailored to the company’s needs and goals;
• Assistance with enrollment of employees and their dependents for group health, life, and dental benefits;
• Information meetings for employees to explain their benefit package;
• Hands-on training for administrative staff as it relates to plan implementation;
• Assistance with claim resolution on behalf of the employees when a problem arises with carriers or providers;
• Continued review of utilization, assistance with risk analysis, and coordination with
• Third Party Administrators as it relates to employee benefits;
• Tracking of Cobra updates and compliance rules;
• Rate projections or plan design change suggestions based on current usage in advance of renewal;
• Competitive bidding with all available carriers for all lines of coverage.

Pacific Benefit Planners takes a vested interest in their client’s success. We know that offering an employee benefit package valued by a company’s employees has a direct relationship to improving a company’s bottom line.