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Understanding Today's Financial Environment


Welcome, we are Benefit Partners Financial Group, LLC, a financial organization in Libertyville, Illinois. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Retirement Plans

We are experienced professionals in plan design assistance, investment monitoring, and fiduciary support.

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Wealth Management

We provide customized investment strategies to help you pursue your financial goals.

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Executive Benefits

Work with our experts to design and implement an executive benefit plan for your key employees.

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Insurance

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Retirement

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Investment

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Helpful Content

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Preparing For the Ultimate Vacation

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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