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Individuals & Families

Our advisors 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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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

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.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.
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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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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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