Services we provide include:
• Retirement
• Investing
• Fee-Based Planning
• College Planning
• 401k, 403b, 457 and other Employee Benefit Plans
• Health, Vision, & Dental Insurance
• Long-Term Care
• Medicare Supplement
Success is an exciting prospect for anyone, but is often coupled with a price. With greater financial growth comes increased complexity. Whether youre financially established or are just starting out and have a few questions, we can help. Wherever you are today, our team of professionals can provide you with the seasoned and
sensible advice you need to help you realize your goals.
We will take time to get to know you and your unique goals before making any recommendations-and once weve begun our relationship, we are committed to help with any questions or issues as they arise. All of our services are delivered in a way thats collaborative and educational so that in the end, well be a part of
helping you achieve all of your financial goals and making your life a little easier.
Call Benefit & Financial Strategies today to begin planning your financial future!
