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Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. We believe in a scientific approach to the process, taking time to thoroughly understand the client's current situation along with their long and short term goals. A plan is formed and implemented with the clients existing investments or perhaps new ones. We pride ourselves on serving multi generations of families and businesses with their financial needs

Our firm provides help in the financial areas below:

 

Investments

  • Stocks, Bonds Mutual Funds
  • Unit Investment Trusts
  • Annuities (Fixed and Variable)
  • Retirement Plans
      ▸ 401k (Traditional and Roth)
      ▸ 403b
      ▸ Defined Benefit
      ▸ Money Purchase
      ▸ Profit Sharing
      ▸ Simple Employer Pension Plan
      ▸ Simple IRA
      ▸ SEP
      ▸ Traditional and Roth IRAs
      ▸ Non Qualified Deferred

Services Offered

  • Stock and Mutual Fund review
  • Asset Allocation Models
  • Portfolio Review
  • Financial Plans
  • Estate Distribution Options
  • Retirement Distribution Options
  • Insurance Analysis and Planning
  • Money and Cash Management
  • College Planning
  • Charitable Planning

Fee-Based
Financial Planning

  • Personal Financial Planning
  • Business Financial Planning
  • Investment Management Planning
  • Retirement Distribution Planning
  • Estate Planning
  • Qualified Retirement Plan Reviews

Insurance

  • Buy Sell Agreements
  • Group Life
  • Group Health - Life
  • Long Term Care
  • Disability Income

Your Money
...Your Plan!

When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.

Benefit Solutions Group

Get in touch
about our services

Call Us: 1.888.236.9894 Ext. 1