Welcome to Bonafide Advisory
Simplify the complexities of Group Benefits.
We help successful businesses get more from their Benefits Plan, increasing employee satisfaction and retention.
4.9 out of 5 stars from 47 reviews
Empowering Businesses with Tailored Group Benefit Solutions
At Bonafide Advisory, we believe your business thrives when your team does. Our proven Bonafide Foundation process helps to break down employee benefit complexities and aid in tailoring a strategy that is effective, compliant, and future-proof.
What sets us apart is our dedication to service and expert advice. From in-person presentations to individual meetings, we act as your brand ambassador, enhancing employee engagement and financial literacy while protecting your business from costly mistakes.
Where group benefits partnerships are redefined as approachable and transparent.
Group benefits can be confusing, time-consuming, and costly if not managed correctly.
At Bonafide Advisory, we are your trusted partner, helping you maximize the impact of their benefits programs while reducing stress, cost, and administrative burdens.
Past
- Unknowingly exposed to liability
- Lack of sound guidance
- Feeling 'There's got to be a better way'
- Confusion Surrounding value
- Unexpected costs, compliance issues
- Not feeling heard!
With Bonafide
- Confidence and satisfaction due to empowered education from your advisor
- Simplified group benefits through the Bonafide Foundation process.
- Personalized, tax-efficient strategies for business owners.
- Clear compliance guidance to avoid costly errors.
- Benefit plans designed to enhance employee retention and satisfaction.
- Obvious Value.
- Control Costs
- Simplify Complexity
- Reduce Admin Work
- Demonstrated Value
- Retain Talent
- Custom solutions
Bonafide Foundation
Exclusive no-nonsense guide of best practices as it relates to Group Benefits, including Human Resources, Taxation, and more.
Taxation
We are committed to sharing creative best practices in overall business and personal tax strategy.
Liability Mitigation Items
Employers have a general obligation or duty to ensure that the health and safety of every person.
Free HR Support
Empower your business with proactive HR tools and expert advice to handle any HR situation with confidence.
Administrative Items
The role of the Plan Administrator is an all-encompassing administrative (hosting) role to the overall employee experience.
Privacy & Confidentiality
This privacy veil works in everyone's best interest.
Employee Engagement
Education, Communication and Guidance to ensure each individual comprehends the benefits and accessibility to their own financial advice tailored for them and their family.
Why Choose Us?
We focus on building team confidence through strategic education, not just products or pricing. Our personalized approach offers accessible relationships and deep industry knowledge, empowering your team for lasting success. Unlike conventional, impersonal solutions, we provide tailored support that drives confidence and performance.
An enhanced group benefits strategy drives value, not price.
Join the many businesses that have partnered with Bonafide Advisory for tailored solutions and expert guidance. Sign up for our Wealth Worthy Minute for quick, actionable insights, and let us help you navigate the complexities of employee benefits with confidence.
Already Have a Benefit Plan?
We Can Help You Optimize It!
You’ve worked hard to put a benefit plan in place. That's a great start.
While you may already have a benefit plan, there are opportunities to optimize its effectiveness—whether through DEI effectiveness, improving employee satisfaction, ensuring compliance or strategic cost allocation and reduce benefit plan liability. Our role is not to replace your plan, but to enhance it by bringing fresh insights, strategic advice, and ongoing support. With us as your engaged advisor, you’ll always have a proactive partner to help you navigate these changes.
Seamless Integration with Your Current Plan:
Adding us to your team doesn’t require overhauling your existing plan. All it takes is a simple engagement letter to formalize our advisory role. From there, we seamlessly integrate into your existing process, offering recommendations and insights that align with what you already have in place.
Next Steps...
Introduction & Engagement
Our Process
The Bonafide Foundation
Needs, Goals, Tax, Admin,
Liability, Decision, Reporting &
Renewals.
Service
Extension of your Team
Engage Employees,
Communication,
Annual Presentation Dates &
Individual meetings
Save time and
book a call with us.
Have a glance at the calendar to the left and select a good time for you.
Our Experience Is Your Advantage
Hear what our incredible customers have to say!
