Insurance Strategy for Attorneys / Lawyers, Accountants / CPA’s, Dentists, Veterinarians, and Architects
As your true partner, your success is our success. Selecting benefits for your employees is the “hidden” paycheck you provide to them. Selecting the options that will be appreciated and enhance retention is important. We take a proactive approach to Benefits Management, to ensure your Benefit Programs run flawlessly. You will have access to all the support, service, tools and resources you need to effortlessly manage your Benefit Programs.
At Margolis & Associates, we recognize that every professional practice is different, with unique goals, challenges, and workforce expectations. Attorneys and law firm administrators must balance cost efficiency with the need to retain top legal talent. Accountants and CPAs often face complex compliance requirements and cyclical workloads that demand flexibility in coverage options. Dentists and veterinarians must consider benefits that support both clinical staff and administrative employees, ensuring everyone feels valued and secure. Architects and design professionals may seek benefit strategies that reward creativity and collaboration while keeping an eye on long-term growth. Our team specializes in tailoring benefit programs that reflect these distinctions, creating coverage that truly fits the identity of your firm or practice.
We go beyond simply offering plans. We build comprehensive insurance strategies that align with your firm’s culture, size, and future goals. From health and dental coverage to disability, life insurance, and retirement planning, we design benefits that not only attract top-tier talent but also protect your business from unnecessary risk. Our advisors analyze your current plan design, identify cost-saving opportunities, and integrate market-leading benefits that drive employee satisfaction and loyalty.
What sets us apart is our continuous involvement after implementation. We don’t just set up your plan and move on. Our team monitors your benefits program throughout the year, ensuring compliance, accuracy, and employee engagement. We provide clear communication, assist with renewals, and help navigate any changes in legislation that may impact your plan. This ongoing partnership ensures that your benefit strategy remains efficient, compliant, and competitive.
Margolis & Associates has been advising professionals for decades, and our expertise extends across industries where precision and reliability matter most. Whether you’re managing a boutique legal practice, a growing veterinary clinic, or an established architectural firm, our mission remains the same: to help you deliver meaningful, high-value benefits while protecting your organization’s financial well-being.
Please call Margolis & Associates at 212 684-0711 for details.
