Jim Broderick
Partner at Wealthplanners, Llc
Based in Des Plaines, United States
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Seniority
C-Team
Department
General Business & Management
Location
Des Plaines
Industry
Financial Services
Company size
9
Contact information
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j•••••••@wealthplanners.com
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Background
About Jim Broderick
I joined the industry in 1979 and established my private practice as C/J Broderick, Inc. in 1981. In 1990 I founded The Inverness Group, Inc, an employee benefit consulting firm working exclusively with business owners and their staffs to deliver effective, cost-efficient group health and employer welfare plans to their employees. My goal is to position myself as an integral member of my clients' benefits team, focusing on providing unbiased and objective advice gained from my 38 years of experience in the field. My success over the years can be attributed to my ability to consistently guide clients through the ever-changing, confusing, highly-competitive world of group healthcare. I have been able to help business owners make wise choices that positively impact both their employees and their bottom-line. By implementing alternative funding approaches, such as partial self-funding and Health Reimbursement Arrangements, my clients have experienced savings of hundreds of thousands of dollars.
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