Value Proposition

"Tenant's Differentiating Us from Our Competitors!"

A benefits consulting firm that delivers value to our clients in several areas:

Exclusivity: You work with one benefits advisor for all of your insurance, benefits and retirement planning needs. Both commercial and personal. We sell everything and we analyze investments and administer retirement plans as well.

Best Prices: We have relationships with all carriers. Life, Health, Commercial, Personal Lines. We even have relationships with all of the Supplemental Insurers. Our firm finds clients the best prices in the market for their insurance needs.

Retirement Services: We manage all retirement plans. Emergent Financial Group has 13 years experience working for hedge funds, venture capital, private equity, commodity trading advisories, institutional benefit and retirement planning administration as well as wealth management. We have experience as analysts and administrators on every level. Thus, our clients purchase mutual funds in appreciating asset classes at the right time and prices, and divest from mutual funds and asset classes at the right time and prices. The diversity of our experiences with all asset classes and financial markets returns alpha to investors, because we successfully navigated these markets as institutional analysts, commodity trading advisors and private equity analysts. Despite the adverse economic conditions, our knowledge is transferred into your portfolios. Additionally, our experience as investment analysts in the fields of institutional wealth management and retirement plan administration furthered our education in the proper techniques and  methods used to diversify, balance, and rebalance a portfolio with institutional sophistication.

Interaction: We want to learn about your business. Thus, Emergent Financial Group shadows our client's businesses periodically. Engaging in "on-site" visits to observe the businesses operations. These personal interactions provide us with a better understanding of techniques that can be implemented to further reduce benefit costs through the personal relationships formed with our clients, business owners, key persons, and employees. Answering any questions that they may have regarding the benefits that we have implemented, as well as their efficacy in meeting the businesses retirement planning objectives, commercial insurance coverage and addressing future benefit planning needs. We are interested in learning as much as possible about the business operations of our clients, the goals of the business owner, and the concerns of their employees. We provide best-in-class prices, innovative strategies, successful investment techniques, and service of the highest quality. According to our clients, the interactive approach to better benefit consulting provides great value to clients and employees. Delivering an interactive and sophisticated experience.