We start by a Discovery to understand your benefit , as we understand Choosing an insurance plans can be difficult. That’s why I make it easy. I’ll compare the plans and prices, and find you the insurance plan that fits your needs:
Stone & Birch Consulting, LLC partner with like-minded business owners and individuals to find the best fit for our clients, whether that’s collaborating on the business growth or helping guide them through their own, individual health plan.
We specialize in consulting with small business owners; strategizing with their budget when it comes to their specific health insurance needs. And educating them on what their options are, whether that’s with an ACA compliant group plan. Or whether an individual plan makes more sense for their specific needs.
We understand finding trusted professionals can be difficult.
We have vetted our strategic partnership before recommending them to our clients.
Our partners include CPAs, business attorneys, estate attorneys, financial advisors, and PNC. This allows you to get quality service.
Georgia has experience working with small businesses , local municipality, contractors, sole proprietors, independent contract, professionals, freelance entrepreneurs and love finding ways to empower and help improve their lives.
The times are changing! Insurance regulations are in flux and technology is rapidly advancing. Our clients don’t need to worry though. Not only are we an advocate for them, we are constantly monitoring changes in regulations and how they will impact our clients.
Georgia Sangster is a native of Atlanta and she aspires to empowering others to a deeper understanding and awareness to the relationship of one’s own financial-prospective-future. She specializes in custom built health insurance strategies, tax reduction strategies, Medicare Care education, and protection planning.
Our goal is to equip the community in understanding your options & creating strategies for a the best fits for each client. I strive to stay current on developments to advise clients on their available options and help determine the best course of action.
Georgia worked in the wealth management field with Small Business and Individuals. The main pain point for her clients was health insurance and benefit options. The cost, options, and penalty were cutting into funding retirement goals along with the cost of healthcare expense in retirement was cutting into one's life time savings. Out of a need to help bridge this gap, she step out in April of 2019 to start Stone & Birch Consulting, LLC to help create solutions that make sense for her clients.
Individuals & Employer groups of all sizes will benefit by employing a Health Matching Reimbursement Account (HMRA®) program, which drastically reduces the cost of funding employee health care benefits