Conway Marianne

Nine Dots Benefits is a reputable insurance services company based in Los Altos, CA, specializing in providing comprehensive insurance solutions for successful executives, professionals, and business owners. With a client-centered approach, they offer expertise in protecting families and businesses, as well as planning for families with loved ones who have special needs. Driven by a solutions-based approach, Nine Dots Benefits focuses on problem-solving rather than product pitching, ensuring a less stressful life insurance buying experience for their clients. Led by Brad Elman, a highly qualified insurance advisor with advanced designations in insurance financial planning, the company is known for its commitment to client satisfaction and community involvement.Generated from the website

Retirement Administration, based in Los Altos, CA, specializes in advanced retirement plan designs tailored for profitable small business owners and venture capital firms. Their innovative solutions, such as the ComboK and Roth401k plans, focus on maximizing tax deductions and enhancing retirement savings through alternative asset investments. With a commitment to providing creative strategies, Retirement Administration offers comprehensive services that include plan design, consulting, and compliance testing. Their expertise in navigating regulatory and tax stipulations ensures clients receive customized solutions that protect income and optimize wealth preservation. Generated from the website

The Vita Company, located in Mountain View, CA, is a fiercely independent benefits broker with over 46 years of experience. Their dedicated team of experts provides comprehensive solutions in employee benefits, global benefits, COBRA administration, and retirement planning, ensuring that clients receive unbiased advice tailored to their needs. Vita is committed to making benefits a meaningful part of total rewards for organizations, from startups to enterprises. With a focus on compliance and cutting-edge technology, they aim to deliver programs that not only enhance recruitment and retention but also create happier and more engaged employees. Generated from the website