About Us

FLIS Insurance Services is a full service employee benefits brokerage. Our three Principals have a combined 100 years experience in matters including insurance, tax, ERISA, and business succession.

We take our advisory roles with respect to IRS, DOL, ERISA and Affordable Care Act regulations very seriously and have a reputation for doing things right.

Our approach is holistic in nature.

We’re not insurance salespeople.

We pride ourselves in making the match between carriers and clients with an eye towards long term stability and overall value to employers, employees, and providers.

With offices in Santa Clara and Monterey Counties, we have the best high tech tools that Silicon Valley can offer and the best high touch approach that matches our role as custodians in a vital process.

Our clients stay with us for a very long time and very often become friends and partners in our charitable works in and around Monterrey County.

Call or type today to learn about the FLIS difference.