Serve Smart was founded on the idea that businesses of all sizes, and their employees, deserve high quality insurance and financial consulting. We strive to create customized plans for each person we speak to, with the goal of saving money, providing peace of mind, and planning for the future. We care about people, and wish to serve the business community and individuals within the places we have called home.

At ServeSmart, we put you and your employees first. No matter what industry you’re in, there’s one constant and that’s people. Attracting and retaining a talented group of people is essential to any company’s success. Having a competitive benefits package can drastically improve a company’s ability to maintain a highly skilled and motivated workforce.

Serve Smart will work closely with each business owner or individual to tailor a customized benefits package, or personalized wellness program to meet who they are, what they do, and what goals they want to achieve. We will go over market analytics on a regular basis and dive into all the industry changes that have happened in the benefits landscape that may provide a change in coverage. We will discuss how your life or your business has changed and what actions you should consider when planning for your future. Then, together, we’ll revise your plan based on the latest information.

Serve Smart is a team of dedicated professionals meeting your specific needs and helping you grow. We strive to be a trusted partner for you and your company, moving together with you towards mutual success.