Navigating Uncertain Times
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 UsRetirement Plans
We are experienced professionals in plan design assistance, investment monitoring, and fiduciary support.
Learn MoreWealth Management
We provide customized investment strategies to help you pursue your financial goals.
Learn MoreExecutive Benefits
Work with our experts to design and implement an executive benefit plan for your key employees.
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Helpful Content
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Retirement Redefined
Around the country, attitudes about retirement are shifting.