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Shane & Associates specializes in the thorough and precise practice of assuring businesses and individuals that they are insured at optimum conditions relative to coverage and pricing for their specific needs and priorities.  In this day and age, benefits and retirement planning consulting are substantially aided by numerous dynamic tools and resources that assist us in not only providing unique web-centric employee access portals but also permit us, for example,  to leverage the benefits of fundamentally sound wellness programs in reducing premium hikes below “trend”---the staggering annual increases that carriers like to visit upon their insureds each year at open enrollment.  Metrics and informed advocacy go a long way in leveling the playing field for employers previously at the mercy of nonresponsive carriers.

It’s part science and part art, but it’s always a battle.  And no firm does a better job of representing their client, be it a business with two hundred and fifty employees, or a single mother in need of coverage under Covered California or a retiree making confusing Medicare Part “D” (pharmacy provider) decisions.

In the end, what matters to us most is that we earn your trust and respect for a job “well done”.  If we have done that, your experience in dealing with benefits and retirement planning will have been much better than the norm.
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We make finding affordable insurance easy. We shop the market for the a provider who will both fit your needs and meet government requirements.

Do you know if your healthcare coverage meets all of your unique needs? We can review it for you to find out. Contact us and we will do our best to find you the most suitable provider today.

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Contact Shane & Associates Financial
& Insurance Services
111 Deerwood Road, Suite 200
San Ramon, CA 94583
Phone: (925) 553-7446
Fax: (925)215-2265
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Disclaimer Please note that we cannot bind insurance via email, fax, or phone. Any quotes given are subject to underwriting guidelines by the respective insurance carriers. Any reference of coverage used are not intended to express legal opinion as to the nature of coverage, but rather just a brief generalization of coverages. Please read your policy for specific details of coverages.
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