Benefit & Financial Strategies - Flagstaff Investment Advisors

Financial, Insurance & Estate Planning Services in Arizona

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

Group Benefits for Employers

We have had decades of experience servicing small and large companies in creating and supporting flexible and affordable employee benefit and retirement plans.

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Financial Planning

Whether you’ve accumulated assets and need to fine tune your strategies or you’re just starting out as an investor, we can help.

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Proudly Serving Flagstaff

Since 1988

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Our Services

We offer a robust suite of individualized financial and insurance products 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 for both employers and individuals. 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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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.

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

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

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

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

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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."