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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

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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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.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

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Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

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Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

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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."