Our Consulting Process in Detail

RISK MANAGEMENT REVIEW. Increase your ability to identify both strengths and areas for improvement. Bearence’s business risk review is an investment that will evaluate key risk exposures in your current insurance and safety programs. Our recommendations will assist your management team as it determines effective ways to reduce costs and improve exposure to financial loss.

EMPLOYEE BENEFITS AUDIT. Bearence’s full audit of your benefits offerings examines every contract within your program and determines if there are missing elements, redundancies/overlaps, compliance issues, and/or cost savings available with your current programs.

HUMAN RESOURCES AUDIT. One of our certified Human Resources professionals will conduct a comprehensive review of your Human Resources policies and practices. The results will identify your program’s effectiveness and its level of compliance with state and federal employment laws and regulations. We will report findings and recommend ways you can build a solid foundation of employment policies and practices.

WEALTH MANAGEMENT. Bearence Private Wealth offers brokerage advice as part of our BPWM process. We are pleased to provide you with a detailed review of your investment strategy, including current financial positions, asset allocation, and investment performance. In conjunction with your Financial Advisor’s knowledgeable advice, BPW can help you make informed investment decisions to help you reach your financial objectives. BPWM’s dedicated team of Financial Advisors is devoted to developing and delivering comprehensive Wealth Management capabilities designed to best serve our clients. We are committed to working individually with our clients to enable you to achieve your personal objectives.