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Individuals & Families

Individuals & Families

Our professionals will help you prepare for tomorrow while balancing the needs of today. As your life changes, you will need a plan that can change with you. Whether you’re saving for college, a new home, a dream vacation or retirement, come wherever you are and start making your future dreams a reality.

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Employers

Employers

We aim to help you support your employees in developing effective, common sense plans. Let us take care of your employees’ financial and benefit plans so that you can focus on building your business. We have the depth and experience to effectively manage your employees’ financial path.

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We are here for you.

At Benefit & Financial Strategies, your goals are our goals.

When you join BFS, you join a network of dedicated professionals who care about you and your success. With years of experience in the financial industry, we dedicate our time to helping you reach your financial goals for you, your families and your businesses.

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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Strategies For Life™

Everything we do starts with trust. We believe in sound, trusted investment practices that we have developed through decades of experience. Join us and we’ll help you create plans designed to build financial independence for you, your families and your employees.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>When Special Care Is Needed: The Special Needs Trust</p>

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

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