Want to limit firm expenditures while still providing enriched benefits to your staff team?  From what I’ve heard, the answer is, “Yes!”  In fact, throughout my AIA national leadership tenure, members regularly requested enhanced tools and services to benefit their firms.  This plea included especially, health insurance and other affordable and appropriate programs for staff.  Because of the multitude of regulations and requirements imposed by states, this was difficult to uniformly and fairly achieve country-wide.

Thus, upon my arrival as your EVP/CEO, I sought ways to implement such a program for OUR members here, and I’m pleased to announce a pilot program for AIA Virginia members, shepherded by Rob Smith of Chartwell Capital Advisors.  Many firms have sophisticated programs already in place, and some firms have availed themselves of the wonderful offerings of the AIA Trust.  This opportunity is not meant to replace or supplant those but is provided as a potential ‘gap-filler’ to offer these benefits and services to firms needing such support.  Let us know if you’re interested in helping us launch this exciting pilot benefits program!

Helene C. Dreiling signature

 

 

 

Helene Combs Dreiling, FAIA
Executive Vice President

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Rob Smith and his team are ready to provide individual consulting services to assess your benefit needs in each of the disciplines listed below and find the best products and services to meet those needs. These services are available exclusively to AIA Virginia members to meet your needs as a business, individual, or employee with no obligation to buy.

BENEFITS PLAN PRODUCTS AND SERVICES

Financial Planning Services
Chartwell Capital Advisors will meet with you to discuss your financial security goals and offer strategies for meeting them. Once a plan is crystallized, Chartwell will work with you to execute it by offering an array of financial products: investments, life insurance, annuities, long-term care, income protection, retirement plans, group benefits and more.

Legal Services | AIA Virginia Help Line:
Any member can call and get up to 15 minutes of free consulting services on legal matters related to business or personal estate planning. If legal services are needed, discounted pricing is available exclusively for AIA Virginia members. Services include contracts, design and construction law, estate planning, business formation, business succession and more.

Health Insurance
The Chartwell team can provide a holistic health insurance evaluation and prepare a recommendation for the best health care plan. Since Chartwell doesn’t represent just one carrier, they will identify each participant’s needs and provide personalized individual, business, group and health exchange services.

Commercial and Personal Lines Insurance
Chartwell can price and evaluate commercial insurance for business members including an “AIA Small Firm Package” (professional liability, workers comp, BOP, bonding, umbrella). Homeowners, auto, umbrella and more personal lines are also available as needed.

Ancillary Benefits
Chartwell can connect members with providers for: dental, vision, tele-doc, wellness, supplemental, accident, pharmacy, pet, hospitalization and other specialized benefits.

Download the benefits sheet>>

Contact: Robert (Rob) Coleman Smith
Chartwell Capital Advisors | Robert C. Smith, PLC
2501 Monument Avenue, Richmond, Virginia 23220
(804) 357-5977 | email: rsmith@chartwellcapital.net