Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
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.Contact Us
We are experienced professionals in plan design assistance, investment monitoring, and fiduciary support.Learn More
We provide customized investment strategies to help you pursue your financial goals.Learn More
Work with our experts to design and implement an executive benefit plan for your key employees.Learn More
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Learn when it may not make sense to file a claim on your home insurance.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Life insurance proceeds are generally tax-free. But not in all cases.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.