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Corporate decision makers often must rely on a diverse team of independent advisors to guide them through the complex maze of benefit strategies, products, services, and compliance issues. Goldberg Clouse & Edgell can help you select the benefit strategies, products and services that are right for you. Through the Corporate Benefits Department, we have the resources to coordinate all of the benefits needs of you and your company.

PartnersFinancial represents more than 300 Member Firms across the nation and has relationships with providers in 25 countries. This network allows us to provide a wide range of services and leading edge strategies. Goldberg Clouse & Edgell operates collectively to develop strategies for employers of all sizes and to provide value by offering informed, innovative, and customized solutions helping to bring tangible value to your bottom line.
Employee Benefits
Helping you improve business performance.
Working with a carefully assembled nucleus of Corporate Benefits carriers with diverse product and manufacturing strengths we can provide you with enhanced services and products.

Our benefits carriers have created specialized resource units designated for Goldberg Clouse & Edgell. These resource units include experts in tax, legal, and plan design strategies. These professionals work with our us to develop products to help meet your needs.
Products and services you can receive from our Member Firms include:
  • Medical/Stop Loss
  • Qualified Retirement Plan
  • Dental
  • Vision
  • Life
  • Short and Long Term Disability
  • Individual, Executive and Group Qualified LTC
  • Critical Illness
  • Voluntary Benefits
  • Employee Assistance Programs
  • HR Consulting
  • Organizational Development
Creating a single source solution, Goldberg Clouse & Edgell also specialize in cafeteria, flex and 401(k) administration, COBRA compliance administration, HR consulting, benefits communication, and enrollment.

Executive Benefits
Your company's most important asset is its key talent. Finding ways to reward, retain, and recruit key executives is an ongoing challenge. Goldberg Clouse & Edgell can provide you with a number of executive solutions in the following areas:
  • Non-qualified Deferred Compensation plans
  • Supplemental Executive Retirement plans
  • Group Term Carve-out programs
  • Split-Dollar plans
  • Long Term Care programs
  • Supplemental Disability plans
  • Compensation Consulting
Our centralized support gives us the tools and resources needed to guide you through the design, implementation, funding analysis, and ongoing administration of your executive benefit program. We have leveraged our institutional purchasing power to develop key relationships with product manufacturers so we can influence the design of products to help meet your needs.

Technology Services
Goldberg Clouse & Edgell provides technology strategies that transform the delivery of HR services to your managers and employees, while leveraging the value of your corporate HR and benefits information.

Through customized and secure Websites, your employees can access benefit information and can carry out tasks, such as benefit enrollment, medical plan comparisons, and employee benefits surveys. We help your HR Department by focusing on strategies that support vital business issues, such as the acquisition and retention of your company's most vital asset--its people.

International Solutions
Goldberg Clouse & Edgell can manage all international employee benefits projects covering U.S. expatriates, key foreign nationals, and local country employees. We also can help you administer your international corporate benefits. Working with corporate headquarters and negotiating in annual renewals helps assure your compliance with tax and legal requirements. We also help you incorporate strategic plan management in order to make your company more efficient and competitive.

Because of our broad understanding of the corporate benefit planning process, Goldberg Clouse & Edgell serves as valuable resources to you and your company. Our firm brings problem-solving experience with a collection of skills, ideas, industry knowledge, and technological resources to manage your business risks and help you define your organization's needs and expectations. We continuously measure performance according to these standards.
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 Goldberg, Clouse & Edgell • 5008 Pine Creek Drive Ste. B • Westerville, OH  43081 • Tel: (614) 895-0123 • Fax: (614) 895-0365 • Email:

Securities offered through Kestra Investment Services (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services (Kestra AS). Goldberg Clouse & Edgell  is a member of PartnersFinancial a platform of NFP Insurance Services, Inc. (NFPISI). Goldberg Clouse & Edgell and NFPISI is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of  Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact Kestra IS Compliance Department at 512-697-6000.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, ID, IL, IN, KS, LA, ME, MD, MI, MS, NJ, NM, NY, OH, PA, RI, SC, TN and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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