Benefit Partners Financial Group focuses on corporate retirement plans, individual wealth management, and executive benefits. Our team of financial professionals has a wealth of experience in retirement planning for businesses and individuals. Our firm’s President has been named as one of the 2016 PLANADVISER Top 100 Retirement Plan Advisers based on a client base of over 100 401k plans under management.
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you are preparing your Retirement Plan, sound decisions are vital in helping you achieve your goals and avoid costly mistakes that can affect your financial future. Our team has over 75 combined years of experience working within the capital markets. With experience comes knowledge. With knowledge and education comes expertise. Please take a look at Our Accolades page to see some of the recognition our team has received over the years.
Today's economic environment brings its own challenges, but along with those challenges come opportunity and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to pursue those rewards. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
We invite you spend some time on our website. Please send us an email or sign up for our newsletter. We look forward to speaking with you.