We are experienced at providing 401(k) Advisory, Individual Wealth Management Services, and Executive Benefits. The following list includes many of the products and services available through our firm. Please email or call us to speak with one of our advisors.
At Benefit Partners Financial Group, we understand a retirement plan is key to nearly every employee’s financial future. With over 100 corporate clients, we have vast experience in establishing and managing a variety of retirement plans. We offer plan design assistance, investment monitoring, and fiduciary support. We partner with you to assess your needs, and help you structure a retirement plan to recruit, retain, and reward your key employees.
We work together with you to develop a personalized strategy for investing that complements your specific investment objectives. We focus on managing and building your wealth by maximizing your return with a reasonable level of risk. Through strategic wealth management, we help you pursue your goals and leave a legacy for generations to come. Contact us today to begin planning your investment strategy!
We can assist you in designing and implementing an executive benefits plan to help you retain key employees. From plan design assistance to implementation and administrative services, we will work together with you to design a customized incentive package that rewards your top executive talent.