• Strategy
    Partnering with you to develop a multi-year road map customized to reflect your goals and objectives.
  • Compliance
    Guidance so you are informed and protected.
  • Resources
    Simplify the decision-making process and streamline administration.
  • Expertise
    You benefit from our solid carrier relationships and superior industry knowledge.

Your Approach to Innovative Benefits

Founded in 1993, Corporate Financial is a full service employee benefits consulting firm. Relying heavily on our superior industry expertise and strong carrier relationships, we are able to provide our clients with the best benefit programs based on their unique needs. At Corporate Financial, our clients have access to a wide array of resources, capabilities and a broad service platform for their emerging needs in an increasingly complex business environment. Our knowledge, experience and skill allows us to deliver world class resources with local touch service. From services such as strategic planning, HR consulting and compliance support to wellness solutions, actuarial and data analysis, we support our clients in a full range of needs. By delivering a diverse platform of products and services, our clients can rely on us to be a trusted advisor and to offer strategic and cost effective solutions to meet their benefit program needs.

The 4 Steps to Better Benefits & Lower Costs

Please turn up the volume on your computer as this video has sound.

Health & Welfare Plans

Allow us to show you how to develop a strategic plan that will enhance your organization and enable you to concentrate your business efforts on the bottom line.

Voluntary Products

More and more companies are partnering with Corporate Financial to provide voluntary products because they help contain benefit costs and allow employers to offer quality programs to their employees.

Executive Plans

Recruiting, retaining and rewarding executives is crucial to your success. Often executive career decisions hinge on factors such as executive benefits.

HR Consulting

Over-estimation of resource competence can lead a business down a path of failure. Fighting a culture that is resistant to change can delay or prevent you from achieving success.

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Social Responsibility

  • A world of benefits

    A strong commitment to social responsibility is one of Corporate Financials core values. In fact, we place particular emphasis on contributing to positive change in the communities in which we live and work. Helping our communities become better is a natural extension of the commitment we make each and every day to our customers — to help employers manage their businesses and employees protect their families and livelihoods.

    Community commitment
    We have a proud heritage of giving, both through donations to charitable organizations throughout the U.S. , as well as support through volunteer activities by our employees.


  • “The resources they provide us with are incredible, online enrollment, client and benefit portals, educating our staff. They really go above and beyond. I can honestly say they have exceeded my expectations.”
    Human Resources Director, Tampa, Florida
  • “CFI is very responsive to our needs; they make you feel as if you are their number one priority. They want to take care of any service or plan problems as soon as possible. They want to make sure they handle it promptly and professionally.”
    Senior Director, Benefit Services, Kansas City, Missouri
  • “We have always preferred to work directly with the insurance companies, because we had such awful experience with consultants/brokers. The last three years I've worked with Corporate Financial, Inc. have been financially rewarding and a positive experience!”
    Benefits Planning Manager, Cincinnati, Ohio
  • “I have been with Corporate Financial for many reasons. The main reason is they care! I usually get right through to them, they resolve any service issues quickly, and always get back to us the same day.”
    Director of Benefits & Compensation, Atlanta, Georgia
  • “For our hospital, one of the most valuable benefits of working with Corporate Financial has been our cost savings in our group life and disability plans. They have improved our Benefits operating costs as well as implementing plans that were well received by our employees. I believe that keeping our employees happy is absolutely critical to the success of our organization.”
    Risk Manager, Syracuse, New York
  • “I just wanted to tell you how much I appreciate your dedication and hard work to assist us in moving our Employee Benefits Department to a higher level. You efficiently helped us in all aspects of Benefits Administration and the communication to employees. Your individualized attention to improve our Department was a pleasurable and informative process”
    Director of Employee Benefits, West Palm Beach, Florida
  • “Our Company is proud of the long-term business relationship with Corporate Financial, Inc. The combined level of coverage savings is in excess of $ 1,400,000. This has been greatly appreciated and valued. As the President/CEO, I am pleased to state that Corporate Financial, Inc. has been a significant and positive partner and would highly recommend their services.”
    President/ CEO, Dallas, Texas