Let's look closely

Hello, I’m Frank Cox and I'm not just another numbers guy. If you should choose to work with us, there should be a good reason for doing so. It should be something that makes a real difference in your life.  To that end, I would like to answer the question, why Benefit Planners?

In my 38+ years of working with people to help them get more out of the resources they have and to help them protect themselves from unexpected financial situations, I’ve come across a few things that really cut to the heart of the matter.

First of all most people do not actually make a plan to control their taxes. For the most part they just feel like they need to work hard & earn more money. Of course earning more is a good thing, no doubt. But if you’re just earning more money and for example you’re in the 24% tax rate, then every time you earn another dollar you also pay another $.24 in taxes. In this situation, more money always means more tax.    That needs fixing!

Secondly, most people feel there’s nothing they can do about the impact of inflation. In fact, that is just not true.  We need to counteract that force.

And then there is the idea of planning itself. Yes, many people find planning to be a headache and often depressing – but not my clients. When we implement strategies that reduce taxes, counteract inflation & radically increase the ability of your resources to support you - - by 27%, 40% & sometimes even 55%. My clients get excited and find the process fun & very rewarding!  Everybody likes profitable fun!

At Benefit Planners we use the most comprehensive and accurate form of analysis available with today’s technology.  And . . . I present the results of my analysis in a manner that you will actually see with your own eyes and understand. This way you can know that we have created a realistic picture of you and where the future can take you. Once you understand that, we can truly make a difference in maximizing your resources – your on your way!

For these reasons and more I say, Benefit Planners can actually help you move to the next  level . . and beyond, in your financial goals & desires.