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
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Surprises
Making the most of surprises is a great reason to work with us.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.