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Retirement Planning

Guiding individuals to ensure that lifestyle and retirement goals are achievable.

Our Valued Partners


Client Appreciation

Dear Erin, Dana, and Team, I wanted to express my appreciation for the exceptional service and support I received from your team regarding our benefits package. Your expertise and dedication have made navigating the complexities of benefits seamless and stress-free. Your timely responses, clear explanations, and willingness to go the extra mile have truly made a difference. Knowing that I have a reliable and knowledgeable partner in managing our benefits provides peace of mind. Thank you for your commitment to our well-being and for being a valuable resource in our benefits journey. Warm regards, Jackie

Many thanks to Erin & her team for outstanding Group Benefits. The online platform is outstanding and if need help with anything, my questions are answered in a very timely fashion. Thank you very much!

Best service, affordable, great for small size we were and for our growth!! Always available to help!! No question is too small 🙂 Love Vanessa, Erin, Dana-just sayin!! Best team, feel like family!!

Another year and we are so happy with our benefits and your company. You have us for life. Thank you for the great service. So easy to make claims and we couldn’t be happier. Thank you.

Alta Vista has been extremely helpful with everything from our personal life insurance to helping make things easier for us as new buisness owners, they are always friendly and patient.

We really appreciate the team at Alta Vista under Dana’s leadership! We feel like you are partners in our work and striving to get us the best rates for the service provided. Thank you!

Working with Alta Vista and the Chamber Plan has been great. The plan is simple to administer and we can always count on the support from the team at Alta Vista.