Broker Check

510 North Humphreys Street Flagstaff, AZ 86001

928-774-0695
info@benefitandfinancial.com
Client Logins
Individuals & Families

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.

Learn more
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.

Learn more

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

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Learn more

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.

<p>Understanding the SECURE Act</p>

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.
Learn More
<p>Put It in a Letter</p>

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
Learn More
<p>The Half Million Dollar Baby</p>

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
Learn More

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.

Thank you!
Oops!