We navigate clients through the range of options to create solutions that help achieve the goals of the enterprise.

Tailored solutions

We start by looking at your company’s values, growth phase and overall business objectives. Our solutions harness the power of technology, but retain the human touch because we are passionate about the people we serve.

Our dedicated team becomes an extension of your organization. We provide ongoing outsideinsight™ on corporate ownership and executive compensation, HR compliance and benefits support. We work directly with your employees to provide guidance with their 401(k) and insurance plans. With our unique Client Service Protocol™ we take you through a structured process to ensure we assess, understand and meet all of your benefit needs:




A visionary look at your business helps you manage for today while planning for tomorrow. Sophisticated modeling tools and affiliations give e3 the purchasing clout of a Conglomerate. Personalized counsel for executives, enterprise-wide advice for HR professionals and benefits education for employees.




Technology and services enable employees to select benefit options and information online. e3 enables administrators to leverage technology to more efficiently manage, monitor, self-bill and report on employee benefit programs. We help keep your organization current and in compliance with all laws and regulations.

About e3 Financial™


Strategic resource allocation keeps your focus on core competencies

e3 Differentiator Online HR Benefit Branding Benefits Administration Outsourcing Client Service Protocol


Secure ownership ensures the continued success of the company

The Executive Choice Plan Business Succession Strategies Executive Investment Management


Comprehensive benefits help recruit and retain your human capital

Client Advocate Services Personal Retirement Assistance Enrollment and Education