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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.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
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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."