About Montoya Benefits Group

Montoya Benefits Group, a progressive Employee Benefits Firm dedicated to providing creative, cutting-edge Health and Wellness Benefit Solutions to employers. For over 25 years as an employee benefit and financial planning advisor Will Montoya had a vision to create a client-focused firm that would endeavor to help business owners grow, protect and improve their businesses. His dream of leading an organization that was focused on client-centric solutions came to fruition with the founding of Montoya and Associates. Our team of experienced and licensed professionals has an average of ten years of experience in designing employee benefits and retirement plans to meet the needs of our clients.

Our clients range in size from 5 to 1500 employees and across many industries. In particular, our industry focus
includes (example: non-profit, country clubs, doctor groups, unions, government, and banking). Our health and
retirement solutions include group medical and ancillary (including dental, life, and vision), disability, voluntary
benefits, 401(k), 403(b), defined benefit, SERPS, SEP, SIMPLE, Solo(k), and 409A deferred compensation.

We appreciate the valuable relationship with our clients and never take it for granted. We strive to earn and
maintain client loyalty by adhering to the following standards:

We are committed to upholding the highest standards of integrity and honesty in our business.
We will strive to fully understand each of our client’s business objectives, needs, and concerns.
In recommending products and services, we will consider foremost the interest of our clients.
We will actively monitor the benefits marketplace for quality and cost effective products, services, and solutions.
We will communicate clearly and openly information related to overall strategy, product procurement, implementation, and associated compensation.