insurers, providers, and administrators

East-coast qualified-plan specialists and third-party administrators (TPAs). IRS-approved plan sponsors and document preparers within Flexible Benefit, Health Savings, Medical Savings, Health Reimbursement, Defined Benefit, Defined Contribution, Governmental / Educational Institution retirement programs, SIMPLE and SEP plans. Employee benefit statement preparers. TPAs for self-funded dental and executive medical reimbursement programs. Brokerage agencies for health, life, disability, workers' compensation, long-term care, and accidental death products.

orion research, inc.

Florida consulting firm which specializes in the design and implementation of all aspects of business strategy – including product, marketing, management, human resource, and organizational design strategies. Owner Don Lindstrom has 30 years of experience as a business analyst, planner, and consultant. He helps organizations break out of routine thought patterns and anticipate the future consequences of present decisions. Orion uses the powerful structural consulting technique developed by Robert Fritz.

ellen o. middleton & associates, inc. (eoma)

Independent Florida investment consulting and financial advisory firm, whose Registered Principal and Branch Manager is Ellen O. Middleton. Ellen is both an individual investment advisor and a certified corporate retirement-plan expert. For over a quarter century, she has developed programs for individual investors and served as an outside retirement-plan consultant to nationally recognized corporations. Her firm sells securities exclusively through Raymond James Financial Services, Inc., an international financial management and investment consulting firm affiliated with Raymond James, Inc.

woods publications and seminars

Produces specialized newsletter and communication pieces, and arranges customized educational seminars for companies. Owner Susan E. Woods offers clients impressive credentials, advanced degrees, and significant expertise, most notably within the educational, library-science, and healthcare fields.