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
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Calculating your potential Social Security benefit is a three-step process.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Here are six flags that may make your tax return prime for an IRS audit.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Making the most of surprises is a great reason to work with us.
Here are five facts about Social Security that might surprise you.
What if instead of buying that vacation home, you invested the money?
There’s an alarming difference between perception and reality for current and future retirees.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.