Everyone wants to achieve financial independence, but few know how to get there. Benefit & Financial Strategies in Flagstaff, AZ, hopes to change that.
Since 1988, we’ve been honored to be the trusted financial services and strategies provider for so many in the Northern Arizona community. We use our education and experience to help individuals, families, and businesses develop and reach their financial goals.
We care deeply about our community’s success, and our business reflects it. When you join BFS, you gain access to our network of financial professionals and experience. We give you our complete attention, listening to your wants, needs, goals, and dreams. We’ll provide you with tools and guidance to prioritize your goals and build plans and timelines to help achieve them.
A New Look But Same Dedication To Your Financial Goals
Northern Arizona’s future is bright, and Benefit & Financial Strategies is getting a new look to match our sunny outlook. While our logo may be changing, our personalized approach to strategic financial planning will always remain.
Since 1988, Benefit and Financial Strategies in Flagstaff, AZ, has helped individuals, families, and businesses plan strategically for their futures. BFS is a trusted, source for retirement planning, insurance services, group benefits, and strategic wealth management services across Northern Arizona and neighboring areas.
Our financial professionals share a commitment to providing objective, relevant, unbiased advice and creative financial strategies tailored to each client’s needs. We’re proud of our reputation as a community-minded partner for Flagstaff families and businesses. With our personalized approach to proactive financial planning, we’re committed to helping all our clients reach the financial goals waiting for them just ahead in the bold, bright future.
Our Financial Services
Benefit & Financial Strategies offers business continuation planning, group benefits, estate planning and analysis, life insurance planning, investment strategies, retirement planning, and more. Our all-in-one approach allows our clients to maneuver the complex world of financial services while gaining insight and advice from financial professionals with diverse education, experience, and backgrounds.
BFS works with individuals, families, and businesses throughout Northern Arizona, the Phoenix area, and neighboring states, including California, Utah, and Colorado. By leveraging cutting-edge technology and a versatile slate of adaptable strategies, we help prepare every client to meet the financial needs of today, tomorrow, and beyond.
Family and Individual Financial Services in Flagstaff, AZ
Everyone has financial goals and needs, but not everyone has the tools and knowledge needed to achieve them. We provide financial strategies for individuals and families in Arizona, providing the information they need to be active partners in designing a financial strategy.
Our work is deeply personal to us. We’ve seen friends and family members struggle to plan for their futures or make sense of the tools available to them. As part of our personalized approach to proactive financial planning, we help our clients gain knowledge and understanding of personal finance concepts and strategies so they can make the most informed decisions about how to achieve their financial goals.
Short-term and long-term financial goals are different for every individual and family, so our financial strategies for families are highly-personalized to meet them. Whether you’re looking for a plan and tools to help manage assets you’ve accumulated or are just starting out investing and building wealth, we’ll customize a plan that puts your wants, needs, and goals at the center.
Financial Planning Services For Families and Individuals
Our individualized planning services for individuals and families in Flagstaff and Northern Arizona include real-time financial projections and planning, retirement income planning and design, and portfolio analysis and design.
Financial Services For Families and Individuals
We support Arizona families by helping you grow your assets and make the ones you have work for you through financial services, including mutual funds, brokerage services, annuities, fee-based asset management, and college funding strategies.
Retirement Services For Families and Individuals
There are numerous approaches to retirement planning in Arizona. We help you understand the retirement savings plans, products, and services available to you and how they can help achieve your goals, including traditional and Roth IRAs, Simple and SEP IRAs, and fixed and variable annuities.
Insurance Plans For Families and Individuals
Insurance planning is a crucial part of any comprehensive financial plan. We offer marketplace consultations and a variety of insurance plans to help protect families and individuals in Arizona from financial losses, including long-term care insurance, life insurance, disability income insurance, and Medicare supplement plans.
Financial Services For Employers in Flagstaff, AZ
BFS offers employers in Northern Arizona and surrounding areas a comprehensive slate of services and strategies to support employees and grow their businesses. We have years of experience developing customized, affordable employee benefits and retirement plans for small and large businesses.
Our financial strategies for businesses leverage our in-depth knowledge and experience to create flexible benefits packages that attract and retain top talent. Our approach pairs cutting-edge technology with educational resources and transparency, giving employers the advantage of an all-inclusive provider who shares their commitment to employee well-being.
Group Employment Benefits For Businesses
We stay on top of changing compliance guidelines and ahead of benefit trends so Arizona employers can focus on the things that matter to their business. Our flexible group benefit plans can include medical, dental, vision, disability, and life insurance plans, and we provide ongoing assistance and support to employees every step of the way.
Retirement Services For Businesses
With BFS retirement services, Northern Arizona employers can access executive benefit plans and succession planning services supported by a dedicated service representative. We also offer one-on-one implementation and administration support for retirement plans, including pensions, profit-sharing, 401(k) plans, 403(b) plans, cash balance plans, buy/sell arrangements, Simple and SEP IRAs, deferred compensation plans, and defined benefits plans.
Have A Question About Financial Strategies? We're Ready To Help!
Do you have questions about strategic financial planning and strategies? With decades of experience in the finance and insurance industries, our team of financial professionals and strategists have a wealth of knowledge to offer. While we’re not the only firm offering financial services and strategies in Flagstaff, our approach sets us apart. Each member of our team brings a diversity of education and experiences to the table. Our collaborative strategies combined with professional experience to help develop strategies to meet various financial obligations.
Our financial professionals help provide each client with their one-on-one attention to ensure we’re using efficient methods available to help meet your financial goals. And with a committed staff of local professionals with various backgrounds, our clients can choose the financial professional most suitable to help meet their goals and objectives.
Navigating the world of strategic financial planning can be confusing, but you don’t have to do it alone. Since 1988, Flagstaff families and businesses have partnered with Benefit & Financial Strategies to plot their financial future. We develop lasting relationships with our clients, often going on to provide financial strategy consulting and services to their children, friends, and colleagues. And, while it’s never been easier to reach new clients through new marketing channels, we’re proud to say that referrals from our satisfied customers continue to fuel much of our new business.
Whether you want to build wealth for your family’s future or help your employees manage their financial paths, Benefit & Financial Strategies can help. Aided by decades of experience, our transparent and collaborative approach balances short-term needs with long-term goals to help individuals and families gain financial independence. We look forward to working with you.