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Employee Benefits Strategy

Strategic Benefits Guidance for Small and Mid-Sized Employers

Benefits are one of the most significant investments a business makes in its people. They affect recruiting, retention, employee satisfaction, and your bottom line. Yet many employers find themselves making benefits decisions once a year, under time pressure, without a clear long-term strategy.

That's where I come in.

At Wortman Strategies, I work as a dedicated advisor to small and mid-sized employers, helping you evaluate your current benefits, understand your options, and make decisions that reflect both your business goals and your employees' needs.


Reviewing your current benefits structure and identifying gaps or inefficiencies


Walking through plan options with honest comparisons–not a pitch for
any one carrier


Explaining funding strategies and plan design in plain language


Supporting employee communication and engagement during open enrollment


Staying available year-round as a resource, not just at renewal


The Process

What This Looks Like In Practice

My goal is to be a consistent, trusted partner who helps your benefits program work harder, for your business and for the people who depend on it.

I Don’t Work for a Carrier.
I Work for You.