Helping You Achieve Your Financial Goals
Financial Services in Phoenix
Everyone wants a guarantee of future financial success and security. It doesn’t matter if it is for a business, for your family, for just yourself, or all three, we dream of reaching our financial goals. However, there are no easy guarantees when it comes to financial success. It takes a lot of budgeting, planning, and knowledge to work towards achieving your financial goals. Additionally, these financial literacy, budgeting, and planning knowledge and skills are not always an individual’s strong suit. More often than not, people can become overwhelmed making decisions by themselves regarding financial planning.
That is where we come in. Benefit & Financial Strategies offers comprehensive financial planning services, including “live” financial planning and projections, retirement income planning, portfolio analysis and design, insurance services, and more. We offer financial services for both individuals and employers. Individuals in the Phoenix area can take advantage of highly individualized strategies that reflect your goals. Phoenix employers can leverage our years of experience to build competitive retirement plans and group employee benefits plans designed to help you hire and retain top talent and take care of the people who keep the gears moving in your business.
Group Employment Benefits
Group Employment Benefits are a great tool for attracting and retaining top talent to an organization. The recent “Great Resignation” has reinforced that just offering basic health insurance, while a necessary starting point, simply isn’t enough. If you are an employer and are looking to remain competitive in talent acquisition then it is important to offer competitive group benefits.
The team at Benefit and Financial Strategies can help your Phoenix, AZ business build a group employment benefits package that will give you the leading edge when it comes to hiring the best and brightest.
Besides medical, dental, vision, and disability, we can empower you to offer your team the best in
- Long-term Care Insurance
- Medicare Supplement Plans
- Marketplace Consultations
- Life Insurance
- Disability Income Service
We know how important it is to take care of the people that keep your business running. Get in touch with our team today to begin the process of raising your benefits game.
Retirement Services for Employers
It is hard enough to choose a retirement plan for yourself, but when it comes to your employees, it can be even more challenging. Your employees are your business’s most valuable asset, and they deserve a robust list of retirement options to fit their individual needs. Your team trusts you to have their best interests in mind when making these decisions, but if you don’t know all the different options out there, you could be doing them a disservice.
That is why Benefit & Financial Services works with employers in the Phoenix, AZ, area and guides them through the entire process of providing retirement services for their employees.
We can help you learn about and select:
- Pension, Profit Sharing, 401(k) Plans, 403b Plans
- Buy/Sell Agreements
- Simple and SEP IRAs
- Deferred Compensation and Defined
- Benefit Plans
- Succession Planning
- Executive Benefits
- And more
Corey Raths, CFP®, CRPC®, AAMS®
Certified Financial Planner
Tayton Bair
Intern-Client Service Representative
Phoenix Zoo
The Phoenix Zoo was opened in 1962 and is the largest privately owned, non-profit zoo in the United States. The Phoenix Zoo is 125 acres big and located in the city’s Papago Park. The zoo is home to more than 3,000 animals, many of which are endangered or threatened species.
Photo credit: phoenixnewtimes.com
Desert Botanical Garden
The Desert Botanical Garden is a 140-acre botanical garden located in Pheonix’s Papago Park. The garden was established in 1939 and has more than 50,000 plants, including 379 species that are considered rare, threatened, or endangered. The Desert Botanical Garden offers specialized tours, workshops, and lectures on desert landscaping and horticulture, nature art and photography, and health and wellness.
Photo credit: dbg.org
Heard Museum
The Heard Museum was founded in 1929 and, since then, grown in recognition for the quality of its collections, exhibits, educational programs, and festivities. The Heard Museum is dedicated to Native American Indian art and presents their stories from a first-person perspective while showcasing both traditional and contemporary art.
Photo credit: heard.org
Glendale
Glendale is a city in Arizona located northwest of Phoenix in Maricopa County. Glendale is home to two major sports venues, the State Farm Stadium and the Gila River Arena. The State Farm Stadium is home to the NFL’s Arizona Cardinals and has hosted two Super Bowls and three college football national championship games.
Photo credit: tripadvisor.com
Scottsdale
Scottsdale is a desert city east of Phoenix and has a population of 254,995 as of the 2020 census. Scottsdale is well known for its spa resorts and golf courses, most notably the Tournament Players Club in North Scottsdale. The Tournament Players Club is the largest-attended stop of the annual PGA Tour.
Peoria
Peoria is a city northwest of Phoenix. Most of the city is located in Maricopa County, while a portion in the north is in Yavapai County. The city is the home of the Peoria Sports Complex, which acts as the spring training home of the San Diego Padres and Seattle Mariners.
Photo credit: peoriaed.com
Tempe
Tempe is a city located just east of Phoenix in Maricopa County. The city offers many recreational activities and an expansive arts and culture scene. Tempe Town Lake is a publicly accessible lake that is run by the City of Tempe. Tempe is also home to Arizona State University, one of the State’s three major universities.
Mesa
Mesa is a city in Arizona located just east of Phoenix. Mesa is the third-largest city in the state of Arizona and is considered part of the greater Phoenix Metropolitan Area. Mesa has over 2,280 acres of parkland within the city limits. Its largest is Red Mountain Park which spans 1,146 acres.
Photo credit: linkedin.com/company/cityofmesa
Chandler
Chandler is a city in Arizona and is an eastern suburb of the greater Phoenix Metropolitan Area, located just south of Mesa and east of Phoenix. The city is located in one of the fastest-growing innovation and technology centers in the nation.
Photo credit: visitchandler.com
Gilbert
Gilbert is a town located southeast of Phoenix in Maricopa County. Gilbert’s population has grown at an extremely high rate over the last three decades and is now the largest incorporated town in the United States, with a population of 267,918 as of the 2020 census.
Photo credit: gilbertaz.gov