Workforce Wealth

About

Most businesses overpay FICA taxes and don’t realize their employee health benefits can be structured far more strategically.

I help CEOs, CFOs, and business owners reduce payroll tax exposure while improving W-2 employee health benefits, using a compliant medical reimbursement strategy (SIMERP).

Instead of viewing benefits as a cost center, I help companies turn them into a financial and retention advantage.

What this looks like in practice:

• Lower FICA Taxes

Restructure a portion of employee compensation through a compliant medical reimbursement plan to significantly reduce employer payroll tax liability.

• Better Benefits for W-2 Employees

Employees receive improved, tax-advantaged health benefits — increasing satisfaction, retention, and perceived compensation without increasing gross wages.

• Stronger Margins & Retention

The result is a rare win-win: lower employer costs, happier employees, and improved profitability.

With 15+ years leading high-ticket sales organizations and leadership consulting, I’ve seen firsthand that the most effective growth strategies don’t just drive revenue — they optimize the cost structure underneath it.

My approach is pragmatic, compliance-conscious, and focused on outcomes executives actually care about:

 • Reduced payroll tax burden

 • Improved employee retention

 • Stronger margins without cutting benefits

👉 If you’re a CEO, CFO, or COO, reach out and I’ll share how this works.