Large Revenue Opportunity FJG serves mid-market to small enterprise clients with revenues in the $100M–$250M range, indicating potential for expanding retirement and health benefits programs in organizations seeking scalable, compliant solutions.

Experience Driven With an average of 25 years of experience in designing employee benefits, FJG can position as a trusted advisor to medium-sized employers needing sophisticated benefits design, compliance support, and strategic retirement planning.

Comprehensive Benefits The portfolio spans health, HSA, ancillary, voluntary benefits, and a full suite of retirement plans including 401(k), 403(b), defined benefit, SERPs, and 409A, suggesting cross-sell opportunities to existing clients and target firms seeking integrated solutions.

Regional Strength with National Reach Although Vermont-focused, FJG has national client exposure, enabling scalable expansion play in nearby states and nationwide prospects for self-funded and voluntary benefit programs.

Strategic Growth Angles Leverage partnerships with signature Vermont businesses and the breadth of offerings to target organizations undergoing benefits modernization, retirement plan audits, or compliance-driven rollouts—areas ripe for consultative selling.