INDIVIDUAL INVESTMENT PLANNING
As an experienced investor or someone just getting started, it is so important to receive objective financial advice from a trustworthy professional that focuses on your specific needs and provides you with high quality care throughout life’s many changes and challenges.
Benefits Plus Consulting can help you navigate the path to your future financial independence. For more than two decades, we’ve helped individuals plan financial investments, voluntary benefits and retirement savings. What distinguishes Benefits Plus, as a boutique financial services firm, is our ability to offer a more customized and personalized approach from our first interactions through the lifetime of our client relationship.
While not all of these modules will apply to your situation, we believe that identifying and addressing those that are pertinent will help you to better manage your financial future.
OUR SERVICES INCLUDE, BUT ARE NOT LIMITED TO:
- Insurance and Legacy Planning
- Pre and Post Retirement Planning
- Personal Wealth Management
- Employee Benefit Investing
- Health & Long Term Care Planning
Our clients have varied financial needs—such as saving for a child’s education, planning for retirement, or arranging to leave an inheritance for their children to name a few. We start by spending time getting to know you, your needs and desires, and discern current and long-term goals. This in depth analysis helps us ensure the best fit for our clients’ portfolios. With a comprehensive array of financial services and licensed, experienced professionals across the financial services spectrum, we can provide you with a plan that can grow with you.
Next we offer a prudent investment strategy for your goals. Most people do not know how much they should invest, where to invest, how to reduce taxes and fees, or how to preserve wealth. With so many investment options available, decision making easily becomes overwhelming. We narrow the options to those most appropriate for your investment level, risk tolerance, and timeframe. After careful review, we’ll advise on the risks and advantages of each, helping you put your money to work in a way that makes you comfortable and confident.
Once you make your investment decisions, we take charge of establishing your account, executing the trades you authorize and frequently reviewing your portfolio. We measure and analyze your investments to ensure they remain solid performers in our quickly changing world. If performance lags, we work with you to identify appropriate investment alternatives.
If you are looking for an advisor whom you can trust to give you unbiased financial expertise with unmatched personal care, invest with Benefits Plus.