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Speak with a specialist.

Thirty minutes on Quantum 125 for your company. Nothing to sign. Owners, CFOs and HR leads welcome on the same call.

We welcome your CPA or tax attorney on the first call. Bring anyone you’d like. We’d love to walk them through the math, and your CPA files the documents anyway. Your health plan and broker stay.

Hours
Mon – Fri: 9:00 AM – 5:00 PMSat and Sun: closed
Documents
One payroll report, by secure link, never email.

Schedule a Meeting

Book the call.

We welcome your CPA or tax attorney on the first call. Bring anyone you’d like. We’d love to walk them through the math, and your CPA files the documents anyway.

Or call 248.742.0065Mon – Fri: 9:00 AM – 5:00 PM

Four answers

Before the call.

How are you paid?
By the insurance carrier when the plan is placed, not by you. The first call carries no obligation.
Who is your strategy partner?
Aularis Strategies, LLC works with our team. Your own CPA and attorney stay on your team.
What happens in the first meeting?
Thirty minutes. We walk through your Form 5500 filing, show the program's design figures at your headcount and explain what HR and payroll would do. Nothing to sign.
What do you need from us?
One recent payroll report, through a secure link, if you want your own figures. The proposal comes back in 3 to 5 business days.
Speak With a Specialist

Let’s look at your plan.

A focused conversation about your plan.

A conversation with Matt Johnston

Finding the next open time…

A look at your numbers and your options.

Saying yes reserves this time for you. We confirm every call by text or email, and if anything changes on either side, we’ll find a new time together.