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Our Services

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.

Retirement Plan Services

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.

  • 401 (a) Non-Qualified Plans
  • 401 (h) Medical Expense Plans
  • 401 (k) 
  • 403 (b) 
  • 457 (b) and (f) Plans
  • Simple IRA
  • Cash Balance Plans
  • Defined Benefit Plans
  • Employee Stock Ownership Plans
  • Pension Plan Services

Individual Wealth Management

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!

  • Advisory Accounts
  • Brokerage Accounts
  • Donor-Advised Funds
  • Alternative Investments
  • Municipal Bonds
  • Preferred Stocks
  • Coverdell Education Savings Accounts
  • Traditional IRA
  • Roth IRA
  • Fixed Annuites
  • Variable Annuities

Executive Benefits

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.

  • Deferred Compensation Plans
  • Supplemental Executive Retirement Plans
  • Executive Bonus Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Key Man Life Insurance
  • Business Continuation
  • Executive Carve-Out LTD
  • Cash Balance Plans
  • Long Term Incentive Plans