FOUR DECADES OF HELPING CLIENTS ACHIEVE HEALTH & FINANCIAL WELLNESS Serving Businesses, Employers, Employees and Individuals in the Bay area and throughout California, Way Financial is a well-known Employee Benefits and Insurance Consulting Firm founded in 1973 by Steve H. Way, CLU, ChFC. FOR EMPLOYERS: We provide innovative plan design, superior carrier options, and expert advice on various funding strategies & tax incentives designed to control health costs and increase employee health. FOR INDIVIDUALS: We provide affordable insurance strategies to help individuals protect themselves and their family’s future from financial uncertainty. HOW WE GO ABOVE AND BEYOND THE ORDINARY Providing more than quotes and claims service, we have the expertise and resources necessary to provide your company and your employees with a superior level of service -not just during open enrollment -but throughout the entire year. Whether you need help in the areas of employee communication, human resource compliance, or industry benchmarking, we have the tools and the team to make your job easier, and we do. Unbiased Approach & Customized Plan Design – With no commitment to any one specific carrier, we are able to negotiate the best possible rates while still maintaining plan designs that are customized and suitable for valued employees. Additionally, we are continually updating ourselves on legislation and new trends as they emerge, as well as monitoring your needs, as they may change over time. You can be rest assured that Way Financial is matching your company with the best carrier, vendor and services to fit your needs. MEMBERSHIPS AND CERTIFICATIONS: -National Association of Health Underwriters (NAHU) -Million Dollar Round Table (MDRT) -Court of the Table -Top of the Table -Board Member, Diablo Valley Estate Planning Council