We keep it simple

After submitting a contact request form you'll receive an email from us addressing your questions.  If you need a consultant, our process is simple. Here's what to expect: 

Step 1

We request your most recent OPEB actuarial valuation report, including disclosures.

Step 2

After reviewing your reports we may need a brief phone call to clarify questions we might have.

Step 3

We'll email you a competitive consulting quote and a partial list of our current clients. We encourage you to check in with other agencies we work with.

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