Welcome to Matsock & Associates
Innovative. Focused. Passionate.
Who We Are
We are an employee benefits advisory firm who helps create your ideal benefit strategic plan. We are dedicated to helping you design a benefit plan that meets your and your employee' needs. We believe it is important to learn about your business and culture before making any recommendations.
During our discovery phase, we focus on your expectations and goals for your employee benefit program. After we get to know you and your company culture, we design a customized plan we call the Blueprint. This sets and prioritizes quarterly key performance indicators. The Blueprint is the framework for a successful benefit plan and helps you achieve your goals and objectives.
Matsock & Associates is a Partner Firm of United Benefit Advisors® (UBA). UBA is a Partner-owned alliance of nearly 132
premier independent benefit advisory firms. UBA ranks in the top 10 in global employee benefits revenue Partners, who actively collaborate with more than 2,000 experienced benefits professionals, are uniquely prepared to share their collective wisdom with busy employers who want the assurance that they are making informed choices that improve the lives of their employees and their families.
Matsock & Associates provides a wide range of services for all your Employee Benefit, Insurance, and Financial needs. We offer group benefits that are both fully Insured, Partially, and Self-Funded.
Step 1: Introduction & Discovery
The first phase is our discovery process which enables us to spend time with the key personnel at your firm evaluating the benefit program. At the end of the first phase we will present a detailed three-year strategic plan for you. This custom-tailored plan is designed to address current needs and help accomplish your vision.
Step 2: Blueprint
The second phase is an ongoing process of implementing the Blueprint plan developed in the first phase, then an ongoing evaluation of the entire plan and program.
Step 3: Implementation
After our blueprint, we need to conduct an evaluation and determine what is working well, what areas of opportunity exist and strategically plan for the future. We will develop a strategic plan and solutions that will address your needs.
"I have partnered with Matsock for over forty years, and will continue to partner with them because of the personal service that you can only get with a boutique brokerage. Working with the Matsock team is not only fun, but our company and team members are saving money along the way."
- Debbi L.S.
Senior VP of Human Resources
"Their service team is one of a kind. I've had several of my staff praise Matsock & Associates for their help with claims and issues."
- Heather W.
Human Resources Director
“I love the personal attention each team member at Matsock gives us. If there is an issue, one call to Matsock solves the issue.”
- Dan K.