Retirement Planning
We've got to make sure your "financial castle" has a strong foundation and not at all likely to fall over. Your resources have got to last as long as you do. At Benefit Planners we not only build you a retirement plan according to your specifications, but once that is done, we will "stress test" your plan to see how it performs in whatever situation you want to look at. For instance what if taxes increase dramatically or inflation skyrockets. Or how about if the rate of return on you funds goes flat - then what?
Social Security Maximization
Opinions are everywhere, but what is the best strategy to get the most out of your Social Security benefits? We will do the analysis and actually determine the best strategy for you!
IRA/401(k) Rollovers
Rollovers allow you to take control or your funds - BUT, you must do them right. Mistakes can be very costly. We must answer these questions; When is the best time? Where do we roll to? How can we minimize taxes?. . . and much more.
Client Portal
Our client portal really sets Benefit Planners apart. You will be in awe as to how much you'll be able to track the plans we have designed for your financial future and any ongoing adjustments that are made. You will be able to know more than ever before, where you stand. Current updates to the values in your accounts & your plan will literally be a click away. Never feel out of touch again!
Financial Consulting
The goal in financial consulting is generally how to gain more from what you've have. How to protect your gains. How you should own what's already yours and avoid the financial and organizational landmines of life.
Insurance Services
The realm of retirement planning involves several areas of insurance including Medicare & Supplements, Long Term Care, Life Insurance, Critical Illness, Dental and others.
Benefit Planners is well positioned to serve your needs in each of these areas and many others, when needed.
Day To Day Decisions
We all run across situations that require a good financial decision, and often the decision is required quickly.
At Benefit Planners, we seek to remain accessible to help with these questions, when they arise. We are usually just a phone call away.
Outside The "Proverbial" Box
Sometimes you just need an idea outside the box to deal with the situation at hand. Frank is one of those people who enjoy's helping you find just that right approach to the uncommon situation.