Strategies Shaped for You

Results Beyond the Status Quo

Why Choose US

Our Shaped For You process reveals the unique needs of our clients. With deep industry knowledge and expertise, we tailor an insurance and risk management strategy that includes near-term and future-focused milestones to optimize the dollars you spend.

In a world of rapid change, you can count on us to deliver results beyond the status quo with the care and attention you deserve.

Don’t stress, we’ve got you!

Solutions Shaped For You...

Employee Benefits

Employee benefits should align with your business’ mission, but many programs fall short, leaving employers at the mercy of annual renewal increases. Thriving businesses take control by crafting a benefits strategy based on proactive decisions, not dictated by insurance carriers.

Gaining Medicare eligibility is a significant milestone, often marking the start of retirement and a transition from group health plans. Our experts ensure your Medicare plans are tailored to your needs, offering guidance and confidence.

Medicare

Business Insurance

Risk revels itself in various forms; many of which are unknown or unexpected to businesses.

Our approach assesses your culture, appetite for risk, and unique needs to develop an insurance and risk management strategy tailored to you.

There’s insurance. Then there’s insurance you would want to have if unthinkable happens.

Our advisors take the time to fully understand your needs, so that we can recommend the right solutions for you.

Personal Insurance

Employee Benefits

Employee benefits should align with your business’ mission, but many programs fall short, leaving employers at the mercy of annual renewal increases. Thriving businesses take control by crafting a benefits strategy based on proactive decisions, not dictated by insurance carriers.

Learn More

Medicare

Gaining Medicare eligibility is a significant milestone, often marking the start of retirement and a transition from group health plans. Our experts ensure your Medicare plans are tailored to your needs, offering guidance and confidence.
Learn More

Business Insurance

Risk revels itself in various forms; many of which are unknown or unexpected to businesses. Our approach assesses your culture, appetite for risk, and unique needs to develop an insurance and risk management strategy tailored to you.
Learn More

Personal Insurance

There’s insurance. Then there’s insurance you would want to have if unthinkable happens.

Our advisors take the time to fully understand your needs, so that we can recommend the right solutions for you.

Learn More

Bringing the Future to the Present

From comprehensive strategies to personalized advice, we focus not only on meeting your needs in the present, but looking towards the likely risks and challenges you will face in the future and implementing a proactive approach that puts you in the driver’s seat.

Not sure what you need? No Problem

Our friendly team is here to help! Reach out with your questions, and we’ll either assist you directly or connect you with the right person.
Grant Rothweiler’s future forward vision is a game changer. Blending expertise and experience with compassion and care, Grant and his exceptional team are true advocates for your employees-committed to getting the right care, in the right setting and unafraid to challenge an insurance denial if it’s inappropriate and in the patient’s best interest.

-Georganne Vartorella, MD

Founder and President of Patient Advocacy, MD

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