Helping You Achieve Your Financial Goals
Financial Services in Lake Havasu City
Finding the right financial strategies for yourself, your family or your business in Lake Havasu City can be hard. You're great at what you do for a living, but you know financial planning takes specialized education and experience. It's tough to know exactly where to start. You need help choosing the right investments and strategies, but the thought of working with some big firm on the other side of the country doesn't seem appealing.
If that sounds familiar, welcome to Benefit & Financial Strategies, a local financial advisory services firm serving Lake Havasu City and the surrounding areas. We know you work hard for what you have and what you've built. Turning to professionals for financial planning services just makes good sense. Our local team is dedicated to helping Lake Havasu City families and businesses make suitable decisions when it comes to their finances and benefits. We understand the local market and are committed to the financial wellbeing of our community.
We're here to assist you in helping to achieve the financial future you deserve, whether it's through comprehensive planning, life planning, projections, retirement planning, portfolio construction, insurance, or other financial strategies.
Lake Havasu City businesses trust us with building retirement plans and group benefits packages that help bring top talent to the area and help you take care of your most valuable asset -- your employees.
Read on to learn more about the specific financial services for individuals, families, and businesses offered by your local Benefit & Financial Strategies team.
Group Employment Benefits
If you're a small business owner, one of the most important decisions you'll make about your company is what benefits to offer your employees. A health plan or life insurance policy might be what comes to mind first, but they are far from the only options. Choosing the right package of benefits for your team has serious implications. A great benefits package can help you attract top-tier talent to your business, and can help your current employees feel valued and respected.
The stakes are high. That's why Lake Havasu City employers trust the local team at Benefits & Financial Strategies for group employment benefits planning services. Beyond the standard medical, dental, and vision, we can help you put together a comprehensive plan that incorporates:
- Long-term Care Insurance
- Medicare Supplement Plans
- Marketplace Consultations
- Life Insurance
- Disability Income Service
- and more
Your local financial professional will guide you through the process and help you understand the essential factors to consider for both your employees and your team. In the end, you'll have a group benefits package that will make your employees proud to say they work for you.
Retirement Services for Employers
Just as you are concerned about your retirement years, so too are your employees. They want to be able to enjoy their golden years without worrying about their financial security. Offering them a competitive retirement package shows them you care about their wellbeing, and that you value the work they put in day in and day out.
There are several types of retirement plans you can offer your employees, including:
- Traditional IRA.
- Roth IRA.
- SEP IRA.
- Simple IRA and Simple 401(k)
- Solo 401(k)
- and others
We'll help you design retirement options suited to your staff and your business that will help ensure a bright financial future for your most valuable asset – your employees.
Corey Raths, CFP®, CRPC®, AAMS®
Certified Financial Planner
Tayton Bair
Intern-Client Service Representative
London Bridge
It might surprise you to learn that London Bridge in Lake Havasu City was, in fact, built in London and once spanned the River Thames. Crossing the Bridgewater Channel Canal, London Bridge was first built in the 1830s and later purchased by Robert P. McCulloch as a tourist attraction. The structure of the bridge itself was rebuilt to withstand modern-day traffic, however, the exterior is clad in the original masonry, giving it a distinctly old-world feel.
Lake Havasu State Park
This state park is a nature-lover's paradise. Located on the shores of Lake Havasu, this area offers a wide range of recreational activities, including camping, picnicking, boating and fishing. The park has over 100 miles of hiking trails and an observatory with a 30" telescope for stargazing. In addition to campsites with full amenities, the park also has five wilderness areas that are ideal for those looking for adventure or solitude. Make sure to attend one of their interpretive programs to learn more about the natural history surrounding you!
Museum of History
Sitting adjacent to London Bridge, The Lake Havasu Museum of History is a non-profit organization located in Lake Havasu City, Arizona. The museum features exhibits on Lake Havasu's cultural and natural history. Visitors will enjoy the museum's collections of costumes, pottery, and baskets from the Havasupai tribe as well as displays about Lake Havasu City's history.
Photo credit: https://havasumuseum.com/