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Financial, Insurance & Estate Planning Services in Arizona

Start where you are. We will guide you from there. We offer services for individuals & businesses.

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Our Services

We offer a robust suite of individualized financial products and services to help achieve a bright financial future for you or your employees.

Retirement Planning

Traditional & roth IRAs, simple & SEP IRAs & more. We help you achieve your financial goals.

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Insurance Planning

Long-term care insurance, medicare supplement plans & more. Get the coverage suitable for you.

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Financial Planning

Mutual funds, college funding strategies & more. We help you meet your wealth-building goals.

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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.

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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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.

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

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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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."